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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 165.03+1.0%3:59 PM EST
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To: pyslent who wrote (41347)6/29/2004 8:53:25 PM
From: jackmore  Read Replies (4) of 196745
 
At the risk of adding to the confusion, my take was that IJ was really referring to the differential cost between a 1X and a GSM/1X phone. I took his point to be that Q would work to keep that at a minimum, maybe even make no markup on the GSM part of the chip so as to make the phones as affordable as possible.

I've taken the CHU comments to generally mean that they were planning to subsidize the difference, so a dual mode phone would cost the consumer no more than a regular 1X phone. Of course, CHU could subsidize the GSM/1X phones to a point where they are the same price as a GSM phone. That would be a considerable expense, but could be done.

It's pretty much a given that at the wholesale level a CDMA phone of either stripe will still cost more than a "comparable" GSM phone...i.e. the laugh test retains its validity.
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