Qualcomm Moderated Thread - please read rules before posting Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

QCOM 164.53

-0.4%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: slacker711 who wrote (28933)	11/15/2002 12:47:10 PM
From: foundation	Read Replies (1) of 197214

I'm weary of what I perceive as irrational extrapolation of ASIC prices on handset demand. Let's speculate that TI gets $15 for a GSMGPRS ASIC - which may be low, as I've read that they're meaningfully more than for GSM. And that a market-segmented 1xGSMGPRS might run $25. We're talking $10 higher BOM - everything else being equal. I think that the % of the global population who would be driven to a default decision over $10,15, even $20 is minimal. That said, the prospective market is not huge - though why only dominated by premium handsets and subscribers? You can certainly add the China market - and by extension all of Asia - and for roaming prospects in South America. It's similar in my mind to camera integration - which will not be limited to the high end for long. How much does it cost to add a camera to a handset? $5 to $10, depending on quality, pixels...

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next