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

QCOM 179.02

+3.7%

Nov 5 3:59 PM EST

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To: Jim Mullens who wrote (57602)	12/11/2006 11:14:21 AM
From: slacker711	Read Replies (1) of 196499

I believe I heard Dr Jha @ recent Lehman presentation state that 4 of the 5 vendors bidding were using the Q’s MSMs. I dont know if the GSMA initiative will actually drive big volumes but since it was announced I have viewed it as an independent benchmark as to how well Q is doing versus the competition on the low-end. So far so good :-). Some other interesting comments from Jha.... - The margins on WCDMA and CDMA chipsets are similar. - The delta between the low and high-end chipset ASP's is between 8-10x. This is much higher than I would have guessed and means that there are some high-end MSM's selling for at least $50. Slacker

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