Qualcomm Incorporated (QCOM) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 155.82

-1.3%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Caxton Rhodes who wrote (113572)	2/18/2002 1:58:19 AM
From: pcstel	Read Replies (1) of 152472

Caxton" The problem is when will cdma start growing faster than other businesses...... The timing and size of the migration are the keys. Wireless is not dead; in fact it is obvious that it will be the dominant way people communicate by voice. No. Qualcomm should position itself for growth that takes away the variable regarding the timing and size of the migration. Good God! RadioOne should reduce the BOM of a phone more than a freakin' 5% royalty. Screw the royalty. You have a couple dozen Korean, Japenese, Chinese Manufactures that are building both CDMA and GSM phones. The are going to build RadioOne CDMA phones. Just supply them with a pin compatable set of GSM/GPRS only chips that will work with their CDMA generic phone design. They design one generic phone housing. At the end of the production line. They decide to populate it as either a GSM phone, or a CDMA phone. They plug in the chip desired! The Economics of Scale are obvious. You sell the GSM chip for $10 more than the CDMA chip. You get your royalty in margins in the Asic division. You could probably command a large penetration of GSM/GPRS wins from Qualcomm's current CDMA handset manufactures. Start shipping out 30 million GSM/GPRS chips a quarter. Qualcomm needs to stop waiting for the CDMA Rainbow to come to them, and leverage their engineering excellence in taking market share in other market segments! Look at TXN.. They don't care. They just want to make money! PCSTEL

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next