Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 152.66

+0.7%

Feb 2 3:59 PM EST

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To: Wyätt Gwyön who wrote (110489)	1/8/2002 3:34:32 PM
From: slacker711	Read Replies (1) of 152472

what do you expect as ASPs there for CDMA? I dont have a great handle on where current ASP's (in China)are so I would probably need a little more data for a good answer. I think the key variables will be the ability of Unicom to position CDMA as a high-end alternative and the adoption of wireless data in China. Integretating cameras, MP3 players, color screens, and Java are going to be the drivers of ASP's for the rest of the world. I dont really know how well this will translate in China. another wildcard might be what happens with the Asian currencies. the recent JPY devaluation is very unpleasant to Beijing. if competitive devaluation takes off and they devalue, all bets are off. This has been talked about for at least the last three years. If it does happen it will have a pretty big effect on the world economy...I doubt that I will notice the drop in Q's income from China. One additional point....I want to make it clear that I have never believed that China is going to principal driver of Q's earnings. It is an incremental addition. If Q can get 15% growth out of it's current markets, perhaps China can increase the overall growth rate to 25%. This would be the difference between a mediocre year and a decent year. If Q is going to have a great year they will need W-CDMA to roll-out. Slacker

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