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

To: David E. Taylor who wrote (110382)	1/8/2002 1:27:06 AM
From: puzzlecraft	Respond to of 152472

The trend does look to be that a higher % of handset revenue will based on chip content vs royalties, at least for the low end handsets. When chip counts were constant and ASP declining 20% a year, it took 25% handset unit growth just to maintain flat revenue. Think QCOM guided 10% decline in ASP last I heard, not sure. Remains to be seen how the figures will be played out going forwards, but the report this morning saying "significantly reduces radio BOM costs" set off warning lights, IMO.