Qualcomm Inc (QCOM)

[Raglanroadie]

How will this dovetail with BRCM? On the one hand we are attempting to value IPR with respect to a cross license agreement while at the same time "giving away" royalty free agreements. I think that the provision of CDMA only provides (thinking NOK and GSM) a cover under the handset manufacturers license. They are based on average wholesale prices are they not? Added BOM results in a higher priced unit. At some point the added value has royalty applied. It must be chipset level related. How would, or, could anyone apply this template to BRCM? The more I think about it the more I can't ignore the fact that Q announced a "royalty free" deal while at the same time, is embroiled in several matters that are directly related. Please don't mistake me. I have long been a Q long and continue to be so. I just wonder. I smell something in the wind.