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


To: Valueman who wrote (154)7/24/1999 9:53:00 PM
From: Ramsey Su  Read Replies (1) | Respond to of 13582
 
Valueman,

.... To this value we added 35% replacement demand which is lower than the 40% typical of the GSM/TDMA market but above the 33% replacement rate for the IS-95 market in 1998.....

There is a chart that is showing ASP erosion from about $290 for 1998 to $250 for 1999 to about $180 for 2000 to $150 for 2001.

Ramsey