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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 169.27-4.8%Jan 12 3:59 PM EST
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To: Maurice Winn who wrote (76035)4/2/2008 5:03:31 PM
From: pyslent  Read Replies (2) of 197177
 
Other's margins are thin. That's why Nokia has 40% market share, and perhaps 90% of industry profits. 16% is crushing for companies with negligible margins.

That's my point. Is anyone actually paying 16% for GSM? If you are in the handset business, you either get a deal on GSM royalties or you walk away. 16% would be untenable. I don't know how Apple, RIMM, Samsung, HTC, or LG do it.
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