InvestorsHub Logo
icon url

paheka

03/29/08 10:23 PM

#213144 RE: wanda002 #213143

wanda..simply put QCOM provides a whole pkg,chips and all.We now are also providing a chip but thats a new venture for us.I'm sure others can explain it in more detail[and no doubt will] but that's the gist of it.


icon url

The Count

03/29/08 10:52 PM

#213146 RE: wanda002 #213143

Wanda,

QCOM won a court case that established that if you want to make a 2G phone you have to license with QCOM. That gave them the leverage to negotiate a good rate. You may want to look at QCOMs negotiations with Nokia regarding 3G to see that there is no Svengali negotiator that can get the big boys to sign without great effort and legal challenges.

Read the analysts reports on IDCC, especially Tom Carpenter of Hillyard Lyons. Tom has followed IDCC for a long time and has an excellent understanding of the situation. If you need help finding them I'm sure others here can point you to them.

If you can stand a lot of volitility, I suggest you buy at these levels. Risk/Reward is very positive in my opinion, short term and especially long term.

icon url

Data_Rox

03/30/08 9:23 AM

#213152 RE: wanda002 #213143

Wanda - assuming you have a basic understanding of Interdigital....I suggest you may want to read this:

http://www.qualcomm.com/common/documents/white_papers/QCOM_Business_Model_0108.pdf