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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 176.70

+1.6%

9:58 AM EST

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To: mightylakers who wrote (13331)	7/26/2001 7:56:13 PM
From: A.L. Reagan	Read Replies (1) of 196612

They will be especially important in U.S. and China. I'd think Latin America more so than the U.S.; but getting to a $100 F.O.B. factory handset is worth the effort; one of the issues facing TDMA carriers in their migration path is handset cost, and CDMA has been around 25% higher than GSM for comparable customer functionality. I could almost hear the analysts cringing about the effect of lowered ASP's on QCOM's revenue stream. That is so myopic from a strategy standpoint. I remember a long time ago learning about pricing: "if you don't do it to yourself, somebody else will do it to you." Carriers have long followed a "give away the razor, sell the blades" strategy, but they care a lot about how much the damn razors cost. It may be that some of Dr. IJ's new friends in Chiner are on track to produce a sub-$100 entry-level CDMA handset. I'd love to see it. (It looks like MOT has already figured out how to sell $100 handsets there, they just haven't figured out how to make 'em for that.)

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