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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 159.42-1.2%Jan 16 3:59 PM EST
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To: tero kuittinen who wrote (8274)2/9/1998 4:44:00 PM
From: limtex  Read Replies (1) of 152472
 
I wonder how high end NOKA and ERICY phones are selling in the US or in Europe How are high end StarTac GSMs selling in Europe compared with the cheaper StarTacs and the much cheaper but slightly bigger other models. These figures shouldn't be very difficult to get hold of and someone on this thread may even have the data.

My understanding is that the high end StarTacs are quite a small percentage of handset sales in Eurpope. Although living standards are higher in the US marketing including call charges and fixed charges is much more agressive and customers and phone companies are used to very low local call charges etc and are therefore more accustomed to phone/call charges at commodity type rates. Thus it is quite possible that in the US high end handsets are going to sell even less wel than in Europe. In fact that appears to be exactly what we have just been told.

But this just highlights what I said in my weekend posts that the handset business is something that the Q should get out of at the ealrliest opportunity. It is becoming, if it is not already a commodity business. Let those who are best at fighting this type of battle go to it for the low margins that they will get.

The value is in the ownership of technology and the Q should strategize to drop their royalty rate to encourage the manufacturers and use the cash flow to further enhance their technology lead.

Just out of interest can we ask what the figures are for handset sales in Finland and Sweden ie what percentage of handset sales in those territories are NOKA and ERICY respectively and what percentage other manufacturers.

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