Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 170.90

-1.3%

Nov 7 9:30 AM EST

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To: Mike Torrence who wrote (129315)	5/27/2003 9:43:00 AM
From: Art Bechhoefer	Read Replies (1) of 152472

At least one part of the answer to Scott Moritz's view is the fact that Moritz ignored QUALCOMM's years of experience in designing and manufacturing chips, compared with the relative inexperience of Nokia, TI and others, including even Motorola. The result of this experience gap is that QUALCOMM can introduce an entire new series of chips, each designed to maximize performance in a given market application, whereas TI/Nokia and others have trouble getting even one model on the market. Who says that the others can make chips at as low a cost as QUALCOMM? Perhaps they can SELL the chips at low prices, but then profit becomes a problem for them. If Nokia chooses to take a loss on chips in order to make a profit on plastic handset cases, so be it. Art

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