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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 161.39-1.9%Jan 15 3:59 PM EST
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To: slacker711 who wrote (28933)11/15/2002 12:24:30 PM
From: Cooters  Read Replies (1) of 197227
 
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.

Would the reduction in the total BOM via ZIF come into play here?

Cooters
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