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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 170.90-1.3%Nov 7 9:30 AM EST
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To: Andrew N. Cothran who wrote (45027)3/13/2005 9:37:15 AM
From: Jim Mullens  Read Replies (1) of 196568
 
Andrew, Re: “Qualcomm’s Next Bounce” (great article- thanks for sharing).

The Q’s revenue/ handset may be even better (significantly) than his estimates of $20 (w/Q chipset) and $9 w/o.

CDMA2000 w/ chipset

..Royalty @ 5% x $200 ASP = $10
..Chipset..................................22
..Total.....................................$32

WCDMA w/o Q chipset
..Merrill Lynch WCDMA ASP estimates
..............ASP....Royalty (%-QTL/ ASP) ....Q Rev/ phone
...2004...$403..........4.9%..............................$19.74
...2005.....372..........4.9%.................................18.22
...2006.....334..........5.5%.................................18.37
...2007.....244..........5.5%.................................13.42
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