SI
SI
discoversearch

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 170.90-1.3%Nov 7 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: slacker711 who wrote (32293)2/13/2003 8:14:02 AM
From: Jim Mullens  Read Replies (2) of 196559
 
Slacker, Thanks for you response and keen observation. The accrual estimates had to have been made in late December and they were still using their conservative 27 million MSMs estimate. By my records, the QCOM MSM market share of CDMA handsets has been running in the high 70% range for the last 3 years. It’s difficult to get good handset sales figures though. Are you saying, by your last statement, that QTL revenue per MSM should drop because the market share went up? I’m trying to remember, but is the royalty rate lower to handset vendors if they include the QCOM MSM in the handset? I’m now getting a vague recollection of this, and if this is what you are saying, then you are very correct in saying that “QTL revenue per MSM.. was bound to drop” since market share increased significantly.

Thanks for setting me straight. Jim
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News