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

To: Caxton Rhodes who wrote (17152)	12/6/2001 11:46:45 AM
From: slacker711	Respond to of 197032

i doubt if brew will generate much revenue other than covering costs for qcom. the real purpose is to sell phones and data applications which drive demand. I doubt if BREW is going to be a profit center for q. I'm not really thinking of any huge numbers, but I think BREW has a chance of providing incremental earnings for Qualcomm. Between KDDI, KTF and Verizon, Brew will have a potential market of somewhere around 45 million customers. I have no idea where to peg an average usage rate....but it seems to me that $2 a month per customer would be somewhat conservative. If Qualcomm gets 10% it would result in a little over $100 million a year. Do you think that expenses will run that high? I am sure that i-mode is seeing usage rates that are much higher but I'm not sure if BREW will reach that level (especially in the US). Slacker