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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: David E. Taylor who wrote (8450)3/12/2001 4:54:27 PM
From: Art Bechhoefer  Read Replies (1) | Respond to of 197214
 
David, I think your figures are on the high side. Year after year the price of chips comes down, so that what costs $20 today might cost only $3 in five years.

On the other hand, demand for cell phones in China is likely to be fairly elastic, so that a drop in the price of the phone increases the number of phones sold. In my view, it is likely that, assuming the base station infrastructure is there, the number of subscribers will increase faster than projected.

Art



To: David E. Taylor who wrote (8450)3/12/2001 6:42:27 PM
From: The Verve  Read Replies (1) | Respond to of 197214
 
David,

Roughly speaking, one can assume one penny in earnings for every million handsets sold, with Q asics inside.

That's a rough and ragged number. But it makes for quick addition when calculating new opportunities.

Cfoe and Webster probably have a better handle on the raw numbers than most. You can definitely tighten up your assumptions by consulting with them.

Verve


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