The New Qualcomm - a S&P500 company Message Board

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Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 174.01

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Nov 14 9:30 AM EST

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To: JGoren who wrote (1501)	9/14/1999 1:48:00 PM
From: Clarksterh	Read Replies (2) of 13582

JG - Where do you get $200 per handset when the ThinPhone 1960 sells for $99 and actually lower on rebates? In one of the last conference calls they explicitly said the ASP for phones was somewhere north of $200. As for carriers subsidizing, I don't see why there should be any surprise that they are substantial. Some carriers give away phones - surely the manufacturers aren't making them for free. Finally, inre rebates, I've seen no evidence so far that the rebates come from Qualcomm as opposed to the carriers. It should be easy enough to check. If everyone buying a thin phone is getting the same rebate, no matter which carrier they use, then it is probably Qualcomm that is paying the rebate. This does not appear to be the case. Clark

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