Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: golfinvestor who wrote (93003)	1/30/2001 7:01:38 PM
From: Win-Lose-Draw	Read Replies (1) \| Respond to of 152472

the ASP basis for licensing revenue should decline at a lesser rate than we've seen in recent history. I find this very unlikely. The same type of argument has been given every 12-18 months for <insert favorite consumer tech goodie> yet, for example, I see Intel just did its usual 20-40% price cut on cpus and PC manufacturers are in yet another price war. I don't know if ASP will decline enough to overwhelm increased unit sales, but decline they will.