Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 168.09

+1.8%

Nov 28 9:30 AM EST

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To: cfoe who wrote (47904)	11/5/1999 2:30:00 AM
From: 100cfm	Read Replies (1) of 152472

"<[their] calculations would indicate that Qcom is overvalued at current prices.>" don't we have to consider that with the rising of data rates from 64k to 2mgb there will be a corresponding rise into higher asp's which in turn means higher royalty premiums per phone. couldn't it be that dr j foresaw this and is why they set their royalty premium as a % of the asp in lieu of flat a price per phone. therefore complicating future earnings predictions. what will a 2mgb hdr phone cost??? certainly more then the $49 entry level phone that according to my bell atlantic rep. is by far the biggest seller in a very affluent mall in nj.

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