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

To: John Biddle who wrote (27766)	4/20/1999 11:51:00 PM
From: marginmike	Respond to of 152472

Good points, thanks

To: John Biddle who wrote (27766)	4/21/1999 1:08:00 AM
From: engineer	Respond to of 152472

John, you are absolutely correct. Good post...

To: John Biddle who wrote (27766)	4/21/1999 9:08:00 AM
From: DaveMG	Read Replies (1) \| Respond to of 152472

Second, I believe the Q does not get royalties on its ASICs, it gets revenue. These are sales. It also make a good sized profit on these chips, but it's not royalty money. Where Q makes ASIC royalties would be on ASIC sales by the (I believe 4) companies licensed to sell CDMA ASICs While this may be technically correct, T.Thornly stated explicitly that royalties track ASIC sales pretty closely, and that Q in fact estimates royalties based on ASIC demand. Since what we are really doing by playing with these numbers is trying to get a handle on some method for making projections, it seems reasonable to me to use a number that we can get our hands on fairly easily, ie ASIC sales, as opposed to guessing at the wholesale price of telephones and infrastructure, etc... Dave