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

QCOM 174.69

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Dec 24 12:59 PM EST

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To: quartersawyer who wrote (38987)	1/28/2004 10:49:41 AM
From: slacker711	Read Replies (2) of 197028

But if Vodafone holds onto Verizon, they get all their global work done with sophisticated chipsets, and Qualcomm would probably be the supplier, maybe by default. And that should be less expensive to VOD by $30 billion. If Vodafone sells Verizon, what's their impetus to use Qualcomm chips globally? I have never seen the 1xrtt/GSM chipsets as being a huge seller. The number of trans-atlantic roamers is just too small to justify the premium that the handsets command. I know that IJ has said that it would be a "small premium"....but that could still be a 10-15% premium to current CDMA handsets, which are already more expensive than GSM handsets. I can see VOD eating the premium for the global roaming customers, but not in the mass market where the real volumes lie. The only impetus that VOD will have to use Qualcomm's W-CDMA chipsets is the only one I have I have ever seen....that they will be the best of breed. If that's not true, Qualcomm will have no chance of ever hitting their 50% chipset market share target. Slacker

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