Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 163.32

+2.3%

Nov 21 9:30 AM EST

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To: bananawind who wrote (43821)	10/8/1999 5:21:00 PM
From: slacker711	Read Replies (2) of 152472

If Q has a 45% margin on a Q asic that would be $12.60 margin contribution. Add to this $6.00 (3%X $200) that they get when that asic goes into someone else's phone, for a total margin contribution of $18.60. Now, the 3rd party case. 7% of $28, or $1.96, for the 3rd party asic royalty, plus 6% of $200, or $12.00 for the phone royalty using 3rd party asics, for a total margin contribution of almost $14.00. I ran some of the same numbers except I was more conservative on the discount given to Q's ASIC customers. I was thinking along the lines of a 1% (7% to 6%) or so. I guess there is no way to know what the real numbers are....Thanks for your thoughts though. Slacker

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