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

QCOM 174.17

-0.5%

11:17 AM EST

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To: limtex who wrote (22972)	5/24/2002 10:20:26 PM
From: Art Bechhoefer	Read Replies (2) of 196827

Limtex-->>Q will sell more units but their bite per unit is probably less than MSFTs and the replacment cycle is going to be longer since it seems ot me that once yuo've got a 1X pda/cellhpone why change it?<< This issue was discussed at the analyst meeting. QCOM pointed out that because of the new features in the high end chips--specifically the MSM 6500--the average price of a phone was INCREASING, and with it the royalties. Also, they showed data indicating that the replacement market for upgrades is much stronger than had been anticipated earlier, compensating for a lower growth rate in NEW subscribers in mature markets. Thus, without giving specific figures on total unit shipments and total subscribers, they indicated that the product mix would result in higher revenues and net income. I think they had a slide on this point, and when I get enough time, I'll look at the CD they gave us and try to find a way of sending the file or the info in the file. Art

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