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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: SKIP PAUL who wrote (110)	7/23/1999 11:03:00 PM
From: Bux	Read Replies (1) \| Respond to of 13582

My guess is QCOM makes about 35% gross margins on the handsets which would be approx $70 per handset average. In the recent conference call I believe management stated Q handset profit was just shy of 10% on an ASP of just over $200. That would be about $20 profit per unit. However, could Q book revenues on ASICS separately? That is ASIC division sell to handset division at a profit? I imagine this is how it is done but am not sure? In any case, $70 is way too high. Bux