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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: METMAN who wrote (26781)	4/12/1999 10:12:00 AM
From: Art Bechhoefer	Read Replies (3) \| Respond to of 152472

Doesn't QUALCOMM receive royalties from CDMA chips produced by companies like Samsung? Seems to me this is good news, as it increases the number of manufacturers making capital investments in CDMA technology.

To: METMAN who wrote (26781)	4/12/1999 11:25:00 AM
From: w molloy	Read Replies (2) \| Respond to of 152472

If Q based phones function/bells and whistles much greater, then we needn't be too concerned. QCOM should be very concerned. While it is true that QCOM receive royalties, these royalties don't replace revenue (and profit) that QCOM would have accrued if they had sold the actual ASIC. Remember that Samsung is no 'phone manufacturing virgin. Their SGH range is extremely impressive. They can leverage the 'bells and whistles' from the GSM range to their CDMA 'phone relatively easily w.