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

QCOM 163.32

+2.3%

Nov 21 9:30 AM EST

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To: Jim Mullens who wrote (41346)	6/29/2004 7:11:46 PM
From: pyslent	Read Replies (3) of 196726

Dr. IMJ stated on several occasions that the Q would price the MSM6300 competitively so as to encourage sales. I don't think it's ever been clarified whether Mr IJ was referring to CDMA chipsets or GSM chipsets when he is talking about competitve pricing for the MSM6300. Common sense would seem to indicate the former. Since the average CDMA chipset is twice as expensive as the average GSM chipset, I would find it hard to believe that the chipset incorporating both protocols could be sold cheaper than single mode CDMA chips. Qualcomm may as well slash prices for all chipsets by 50%. Similarly, any contention that a dual mode gsm1x phone will be priced competitively with a standard gsm phone doesn't pass the laugh test, IMO, when you consider that the average single mode cdma handset costs significantly more than it's gsm counterpart. Add to this the fact that Samsung's GSM1X phone intended for VZ is quite full featured, suggesting that handset manufacturers are initially targetting high-end customers, and I'm inclined to believe that all GSM1X phones will initially cost closer to $500 then $100, even in China. Over the years I’ve discovered one can’t believe everything written by the press ($500 GSM1x Phones). No argument there. My BS meter is extra sensitive when it comes to reading articles and commentary either for or against QCOM.

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