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

QCOM 170.90

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Nov 7 9:30 AM EST

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To: Jim Mullens who wrote (32335)	2/13/2003 4:41:05 PM
From: rkral	Read Replies (1) of 196564

Jim, re "The royalties are less for CDMA handsets that include a Qualcomm chipset than they are for those that don’t include a Qualcomm chipset." I'm confused. Do you now understand the above to be true or false? re "the fact that there is a lead time of approximately one quarter of MSM shipments to handset sales." One quarter seems reasonable, but I am unaware that has been established as fact. re "Up until the last two quarters the MSM shipments have consistently fluctuated between 11 and 16 million per quarter." "11 million"? How far back are you going? re "I will also include in the spreadsheet QTL EBT$ per handset sales which is the more appropriate metric as Ron suggests." I was subtly implying the appropriate metric is royalty dollars per handset. I think slacker711 was also. Once the proper lags are modeled, a graph of this metric should be a flat line if ASPs are constant, a declining line is ASPs are declining. Then, if royalty per handset looks OK, look at EBT per handset. This topic is interesting and has been enlightening. Ron

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