The New Qualcomm - a S&P500 company Message Board

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

QCOM 154.31

-3.2%

3:04 PM EST

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To: cfoe who wrote (12085)	6/12/2000 2:18:00 PM
From: JGoren	Read Replies (1) of 13582

Good question re production numbers; DSP (Intel) could probably provide enough. Question I have in my mind is: As I understand it, one reason NOK has been so successful is attention to margins. They are very profitable in mfg handsets in volume and pay attention to cost of goods. That is one reason why NOK has wanted to make its own cdma chips. Over the large number of handsets, it would plan on making and selling, the difference between the royalty on buying chips from another vendor and buying them from Qualcomm could be big number. Therefore, the incentive would be to buy the bulk of ASIC's from Qcom, which produces a larger margin for NOK. In another vein, it's 2:17 EDT and 9 mill shares have traded today; that's the lowest I think I have seen in a long time.

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