Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.13

+1.1%

Nov 26 3:59 PM EST

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To: marginmike who wrote (117731)	5/1/2002 7:48:47 AM
From: slacker711	Read Replies (2) of 152472

The one factor many here forget is that ASP's will decline as sales increase. IE is ASP decline 10% and sales grow 30% there is only a net 20% increase. Qualcomm has been predicting this at the start of every FY....but the ASP declines have generally been much less than their forecasts. The last few years have seen essentially flat ASP's on handsets....and ASP's for chipsets have actually risen over the last year. This may change going forward as China and India become a larger part of Q's sales....but thus far, it has been the lack of volume growth that has hurt Qualcomm and not ASP decline. Slacker

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