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

To: JGoren who wrote (1501)	9/14/1999 1:10:00 PM
From: Ramsey Su	Read Replies (2) \| Respond to of 13582

$200 is a rough guestimate, so is the 1 million production level per month. I don't think it is far off and may not be too relevant, given the uncertainties facing the handset industry going forward. I also opine that a more experienced handset manufacturer may be able to squeeze more profits out of those production lines faster than QC. In either case, the big question is what are they going to do with the money? Hope we get a good answer tomorrow. Ramsey

To: JGoren who wrote (1501)	9/14/1999 1:48:00 PM
From: Clarksterh	Read Replies (2) \| Respond to of 13582

JG - Where do you get $200 per handset when the ThinPhone 1960 sells for $99 and actually lower on rebates? In one of the last conference calls they explicitly said the ASP for phones was somewhere north of $200. As for carriers subsidizing, I don't see why there should be any surprise that they are substantial. Some carriers give away phones - surely the manufacturers aren't making them for free. Finally, inre rebates, I've seen no evidence so far that the rebates come from Qualcomm as opposed to the carriers. It should be easy enough to check. If everyone buying a thin phone is getting the same rebate, no matter which carrier they use, then it is probably Qualcomm that is paying the rebate. This does not appear to be the case. Clark