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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 175.25

+0.6%

Dec 19 9:30 AM EST

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To: blue_lotus who wrote (16306)	10/11/1998 11:43:00 PM
From: Maurice Winn	Read Replies (3) of 152472

Good catch Neeraj! Not bad considering the end of Korea was supposed to be bad for Qualcomm. Korea must be alive in some parallel universe shipping money through a Black-Scholes Superstring into Qualcomm coffers using quantum tunnelling. Which incidentally will be used for 5G CDMA. ----------------------------------------------------------------- chosun.com According to the article, The Ministry of Information and Communication said Qualcomm has received US$1 billion from the Korean phone market. $210 million royalty payments and $740 million for chips. The MSM chips cost $45 each and account for 30% of the production cost of a handset. They also said that Samsung Electronics has developed an MSM2000 core chip for CDMA handsets and has plans to mass produce the chips in the first half of 1999. Qualcomm is producing the new MSM3000 chip which it says allows batteries to last for eight days and enables data to be communicated eight times faster than other chips. -------------------------------------------------------------- With about a million handset ASICs a month now being produced by Qualcomm, with growth rapid, there should be over 20 million handsets being used by December. That means Qualcomm is getting right now about $45m per month from handset ASICs alone. Then there are royalties on the handset sale price. Say 7% of $150 = $10 at least - in Korea, but that is the production cost - the sale price will be more. Looks like Gregg was about right on the money per handset. Not to mention Qualcomm's own handset sales. Omnitracs. Infrastructure. Globalstar gateways and contract fees. Eudora. Leap Wireless International out of the picture. Nextwave already written off. I thought people said you can't make money from royalties. Looks like Qualcomm has invented something else new too! Yummy, yummy quarter coming up! Roll on 3 November - hope the Chicken Littles [the whole flock of them now] pick up the market crumbs before then because they'll start to look like some baseball mascot Doomsday Cult calling for the end of the world after a while and end up as Christmas dinner. I think baseball mascots look like big chickens, yes? Mqurice

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