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Data_Rox

01/25/05 12:16 PM

#92584 RE: mschere #92570

tick tick tick...what?

figured you could have done the math by now

~$400M QTL total
~32% is WCDMA

=~$128M WCDMA royalties

calendar Q404 reported 6M new UMTS subs per UMTS forum. Yes, it's hard to tell what was sold in during the quarter, but lets agree to this number

http://www.umts-forum.org/servlet/dycon/ztumts/umts/Live/en/umts/News_PR_Article050105

~WCDMA Terminal ASP = $275 (probably very low)

6M x $275 = $1,650,000,000

Average Qualcomm royalty % for WCDMA =5%

1,650,000,000 x .05 = $82,500,000 from terminal units

thus, a MAJORITY of QCOM's WCDMA royalties came from terminals and NOT infrastructure. Approx 63% at minimum.

How many base stations do you think were sold during calendar Q404?