Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 168.09

+1.8%

Nov 28 9:30 AM EST

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To: Clarksterh who wrote (26848)	4/13/1999 7:46:00 AM
From: DaveMG	Read Replies (1) of 152472

The most interesting part of the article about Samsung's development is that they expect to save $2B dollars in cost from this development by 2003. Given that silicon is maybe 25% of the cost of the phone this implies they are expecting $8B dollars in handset sales by 2003, or $400 million in royalties to Q from Samsung alone by 2003 Just some nitpicking... Making their own ASICs will not save them the entire cost of the ASIC so if your method is correct they'll have more than 8 bil in sales. Looks like we should expect Q to be under a lot of pressure to license more ASIC vendors like Samsung...Get ready for more FUD.. DMG

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