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

To: DaveMG who wrote (27112)	4/15/1999 10:22:00 AM
From: JGoren	Respond to of 152472

Thanks for the licensee post. G* has 4 new birds. Successful launch. Message 8932503

To: DaveMG who wrote (27112)	4/15/1999 10:44:00 AM
From: JGoren	Read Replies (2) \| Respond to of 152472

If Samsung is not an ASIC licensee, then Samsung's new chip is entirely proprietary and it will pay no license fee for 3G? I frankly do not know how it would be possible to offer a cdma handset without paying a royalty on the chip IPR; maybe the "subscriber" royalty covers the handset. I hope that some analyst who is in the CC on April 20 will ask some questions to clarify the future of the ASIC biz as more manufacturers seek to avoid buying ASIC's from Qcom. Qcom has gone from 9 up to 6 down; all techs seem to be down.