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

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Nov 3 3:59 PM EST

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To: Maurice Winn who wrote (45215)	3/28/2005 9:10:11 AM
From: slacker711	Read Replies (1) of 196428

I suppose GSM ASICs are produced by the GSM Guild and they have competed away margins so non-guild members aren't in a position to produce them and charge 16% [or more] royalties. Texas Instruments has 50%+ of the GSM baseband market and still manages net profit margins in the 15% range. You could charge $40 for the MSM6300 (about $25 more than a GSM/GPRS baseband with integrated apps processor) and have net margins in the 50%+ range....and it would still be cheaper for a company like Sendo (assuming a $200 handset) than using TI's baseband and paying 20% royalties. Slacker

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