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

QCOM 170.90

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3:59 PM EST

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To: JGoren who wrote (19558)	2/26/2002 9:40:48 AM
From: Art Bechhoefer	Read Replies (1) of 196545

JG--Going over my notes of the cc, I got the impression that royalties may INCREASE because (1) the replacement market for higher end phones is becoming a larger percentage of the mix and (2) the new batch of phones from companies like Samsung contain so many advanced features that they add to the phone selling price. It also seems to me that companies like Verizon will really start pushing BREW enabled phones in order to distinguish the wide variety of services available on Verizon, compared to the slower, less versatile performance of its competitors. Art

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