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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 169.27-4.8%Jan 12 3:59 PM EST
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To: pyslent who wrote (38828)1/16/2004 9:56:36 AM
From: Art Bechhoefer  Read Replies (1) of 197176
 
psylent--I'm assuming ASP of about $40, which is much less than your estimate. I may have estimated too low, but these handsets are made in China, largely of Chinese parts, other than the QCOM chip, which I estimate sells for around $10 because it is a low end chip. However, I think the margin on the low end chip may be higher than 25 percent. Margins are related partly to yield, which is the number of acceptable chips one gets from a batch of wafers. The yield on the older, less complex chips ought to be somewhat greater than for the more complex, newer chip models.

Art
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