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

QCOM 176.12

-1.8%

Dec 16 3:59 PM EST

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To: Eric L who wrote (60871)	3/10/2007 5:04:22 AM
From: Maurice Winn	Read Replies (1) of 196974

W-CDMA 2003x 2004xx 2005xxxxx 2006xxxxxxxxxx 2007xxxxxxxxxxxxxxxxxx CDMA 2003xxxxxxxxxx 2004xxxxxxxxxxxxxxx 2005xxxxxxxxxxxxxxxx 2006xxxxxxxxxxxxxxxxxxxx 2007xxxxxxxxxxxxxxxxxxxx Looks like March 2007 380 million total "CDMA" is quite a lot of sales. <in a year when mobile device unit sell-in is likely to approach 1.2 billion units, > That's 32%. That's quite a good proportion. QCOM enjoys nearly all the sales of CDMA2000 ASICs and a rapidly increasing share of W-CDMA/aka 3GSM ASIC sales. Not to mention royalties on both types. <In what month will the W-CDMA chipset sales of all the others equal the share by QUALCOMM?> The trend is in the right direction. Also, do you think that the profit on a high-end cyberphone is greater than a low end GSM phone sold by the umpty million in China and India? Mqurice

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