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

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To: Jim Mullens who wrote (28930)	11/15/2002 12:19:32 PM
From: slacker711	Read Replies (3) of 197214

My reply- Agreed, I'm sure a GSM only phone would be cheeper, but with GPRS added I'm not so sure. If Qualcomm wants to break into Euroland, I'm sure they will price it attractively. Don't forget, R&D is already expended, and they will soon be supplying low-tier entry level MSM6XXX 1X chips into the Indian and S. American markets for handsets to be priced at $70 or less. I would think they could find a way to provide a basic entry level GSM/GPRS- CDMA20001X chipset without all the bells & whistles (for those who wish such ) at a competitive price just to crack the market. Maybe they don't even need a new chip, perhaps some of the features can be easily disabled. I am pretty sure that Q's MSM6300 would be significantly more expensive than a GSM/GPRS chipset from TI. Generally, I think TI gets less than $15 for its chipsets.....in contrast to the $25 or so that Qualcomm receives. Qualcomm might have to sell the chipset below cost to make it competitive with TI's GSM/GPRS offerings. Most of the world is pretty well served by a tri-band GSM handset for roaming. Telefonica and Vodafone are probably the prime European operators looking at this chipset, but I dont think they would be willing to subsidize every handset just to take advantage of international roaming. This is a pretty small part of the overall market and is probably dominated by those who can afford to buy high-end handsets (which are generally less subsidized). Slacker

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