Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 181.30

-0.5%

Dec 11 3:59 PM EST

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To: slacker711 who wrote (72319)	5/24/2000 2:05:00 PM
From: q_long	Read Replies (1) of 152472

If you ban subsidies for all Korean carriers the playing field is level from carrier to carrier. Wholesale handsets are now less than $200. Will this really hurt demand that much? I doubt it. Subsidy ranged between $60-$100. In early 99 handsets were more than wholesale today subsidized yet even with economic turmoil sales were robust. Carriers will need to compete more on airtime discounts with a lower long term usage cost to consumers including a non subsidized handset. After all airtime is the real expense handsets are seen a a necessary evil for carriers to generate minutes of usage and revenue. I believe Korea made this same announcement a year or so ago. Non event

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