Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 173.21

-3.2%

3:59 PM EST

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To: slacker711 who wrote (111618)	1/25/2002 11:27:47 AM
From: METMAN	Read Replies (1) of 152472

Slacker .... True...but they managed to fend off the competition for long after he first said this. I'm hoping that they will be able to do this again when the 1x handsets start being demanded by carriers. Obvious to most on this thread >> it appears that Q 's objective is to continue to make the most efficient and cost effective chipset that is available to the market (and in different flavors for differing needs). Yesterday's CC featured one comment again, re the ZIF chipset that reduces 50% of the internal components now; thus reducing cost of production and cost to handset manufacturer. That might translate to lower ASP's perhaps for chipsets and handsets alike in the future, but it would also make all "CDMA enabled appliances and applications" more affordable in the long term. This should allow further innovation in arenas that are not yet being developed. The market share will grow significantly (the hope here) as margins slightly decrease. I would expect that Q knows their key to survival is to keep that lead as long and wide as possible - though through profitable licensing of the technology, any gain by other chipset makers is "buffered" by their output royalty payments to the Q. Thus the beauty (so far) of the Q-machine. Now let's hope the seedling investments grow a bit stronger before they take the shine out of future quarter earnings reports. Some of us here have mentioned the other opportunities in chipset usage .... cars and the like, but there should also be a market for wireless metering in the future ... no more meter readers ... dial out >> send data >> and meter away until the next reading is needed 30 days later. Think of the cost savings this will be for electric/gas/water companies .... How many millions of these could you sell to industry and the home market ?? At 3 per residence x 100,000,000 residences (or so??) in the U.S., not to mention hotels/motels and businesses. Of course, these meters need not be CDMA based, but the coding of the signal might have some advantage for security reasons. (?) As the technology continues to become more readily available, we should see the more widespread application of these types of technologies in manners we have yet to realize. Any comments welcomed .... regards, metman

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