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To: Wyätt Gwyön who wrote (49223)	11/28/2001 7:43:39 PM
From: Caxton Rhodes	Respond to of 54805

MM- After 9 years of following q, I am very confident that the royalty rates for "phones" is around 5%, you'll just have to trust me there. I asked that exact question regarding %royalties on devices that have other significant features besides being a "phone" and Qualcomm responded that in those cases it would be most likely be less. I assume that high end pdas and certainly laptops would not get 5% on the total selling price. So maybe you should assume say 5% on what ever divison you want to make (as in % phone, % other device). I agree with you on handsets prices. 500 bucks is not going to sell even with color screens although that is the range I expect the color 1x phones to retail next summer. 250-350 for color would be about right I think. As far as ASPS for the last 2 years for cdma ending Oct 01, 229, 218, 224, 216, 200, 191, 200, 201. Caxton

To: Wyätt Gwyön who wrote (49223)	12/5/2001 7:51:13 PM
From: Eric L	Respond to of 54805

re: Worldwide Wireless ARPU << w/r/t ARPU, i was speaking of the industry as a whole. i do not have any handy current references i can post, but i have read articles that described ARPU coming down from $100 to $80 to $60 to $40 >> Stat I promised: Per EMC Cellular: Worldwide ARPU continues to fall ($35 at Q3 2001 - EMC World Cellular Database), it is doing so at a slower rate. This is largely due to western European operators' ARPU beginning to level off, and in some cases rise. Message 16752348 This reported two months ago by EMC for Western Europe: Monthly ARPU in $ YE 1998 YE 1999 YE 2000 1H 2001 Western Europe 43.05 37.76 32.33 33.01 Prepid with its ramifications the prime reason. - Eric -