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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 163.32+2.3%Nov 21 3:59 PM EST
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To: pyslent who wrote (41347)6/29/2004 8:02:40 PM
From: Jim Mullens  Read Replies (1) of 196740
 
Pyslent, Re: Unicom / GSM1x and “I don't think it's ever been clarified whether Mr (Dr.) IJ was referring to CDMA chipsets or GSM chipsets when he is talking about competitve pricing for the MSM6300.”

It was perfectly clear. He responded as such to that question from yours truly at the Annual Meeting two years ago.

Re: “Similarly, any contention that a dual mode gsm1x phone will be priced competitively with a standard gsm phone doesn't pass the laugh test

..... and I'm inclined to believe that all GSM1X phones will initially cost closer to $500 then $100, even in China.” <<<<<<<<<

By pricing the GSM1x phone competitively, I would also imagine Unicom is targeting the higher end customers initially with full featured phones. I would imagine current full featured GSM phones go for a fair premium over the average GSM unit. And, initial pricing would likely be higher to satisfy the thirst of the “first on the block” types. In other presentations the Q has stated their intent is to segment the Unicom GSMIx market as well.

According to the article, there are over 77M Unicom GSM subs which represents a fairly good sized replacement / upgrade market. On a three year r/u cycle, that represents 25M handsets sales per year, considerably larger than their current CDMA handset sales. Having only 1/3 of those 25M moving to GSM1x would represent over 8M in new annual handset and chipset sales for the Q.
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