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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 177.78-2.2%Jan 9 9:30 AM EST
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To: S100 who wrote (19666)2/28/2002 1:00:51 PM
From: cfoe   of 197157
 
From this, I think we can conclude that QCOM makes very little money from the CSMs

Thanks for this insight. I recently did some work updating my qcom model (update not done yet). I did some deeper analysis of ASIC revenues and was shocked to see how little CSM revenue came out to be.

At first I did not trust the result, but I couldn't find our where I was off. Your post seems to confirm the result I got.

CSM revenue is a small fraction of ASIC revenue. However, I think it can skew the ASIC ASP calculation higher if a significant number of CSM chips are shipped in any one quarter.
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