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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 164.53-0.4%Jan 14 3:59 PM EST
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To: SKIP PAUL who wrote (21961)4/29/2002 4:28:20 PM
From: David E. Taylor  Read Replies (1) of 197214
 
SP:

You mean as 1x production ramps up in volume, prices will come down to reflect volume discounts? There was enough 1x volume there in Q4 01 and Q1 02 to see that effect, and I didn't see it.

But if so, the implication for 1x ASP's is the same, and requires a re-thinking on my part of QCT revenues going forward, since I'd assumed that blended 1x ASP's would be stabilized by the introduction of new chips selling at higher ASP's.

David T.
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