The New Qualcomm - a S&P500 company Message Board

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

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To: w molloy who wrote (6830)	2/24/2000 6:49:00 PM
From: engineer	Read Replies (1) of 13582

WM Your assumption that GSM is cheaper since it is fully amortised is not true. CDMA was lower costs in year 3 (1997) and has been staying on par ever since. Now that ERICY has the infra division and acccess to the newer smaller cheaper cell equipment, it should out run the GSM economies and provide ERICY a beter margin return for the technology sold. the crossover in handsets was in 1999 for over all costs. The over all network costs of GSM are higher still today than CDMA from a return on invested dollar for the carrier. Or better yet, POPS per Mhz per dollar invested.

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