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


To: Valueman who wrote (1209)9/1/1999 11:05:00 PM
From: SKIP PAUL  Read Replies (2) | Respond to of 13582
 
QCOM is rebating the thinphone for Sprint customers. this could effect margins. But this rebate is more strategic than market driven because there is a shortage of thin phones. The strategy drivers are:

1>The more phone QCOM sells the more accessories they can sell.

2>Every customer Sprint gets that is one customer that AT&T does not get which in turn puts pressure on AT&T to switch.