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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (44186)	7/6/2001 8:54:14 PM
From: Eric L	Respond to of 54805

--Mike, << as handsets become functionally more robust, the trend is that the ASP gets higher. But countering that trend is that the cost of components should get lower. It will be interesting to see how much higher the ASP gets, if at all. >> That is most certainly an issue. Prepaid connotes increasingly inexpensive (low ASP). Prepaid is growing. Cahners mentioned this. China going prepaid heavy and their low ASP & lowered royalty not real healthy for Qualcomm (or anybody else in the industy). Needs lots of high end to offset the low end. << I'm also counting on increased revenue coming for wireless products being installed in computers, especially laptops, not just handsets. >> Absolutely, modem cards, but also embedded chips. Also Machine to Machine (M2M) components in vending machines, appliances, etc. Eric--