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

To: quidditch who wrote (542)8/4/1999 9:42:00 AM
From: Clarksterh  Read Replies (1) | Respond to of 13582
 
Steven - Thin Phone, being new and feature rich, will be immune from management assumption of ASP erosion.

In the last several CCs I think management has made it clear that much of the handset ASP decline happens at the beginning of the year. In contrast ASIC ASP decline happens throughout the year as customers ramp up their need for ASICs and get volume discounts.

Clark


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