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

To: METMAN who wrote (111623)	1/25/2002 7:10:07 PM
From: engineer	Respond to of 152472

as you enter teh data field, the lower the cost of your bill of matieral, the more applications that you will see. A BOM of less than $50 will get it insiserted into alot of things way below the Palm 5 devices. Wireless meter readers, toys, cars, etc. So the ASP will go down, but the overall TAM will go up and the overall net sales will go up. Also it will allow direct competition with the GSM handset, which has been typically lower than $50 BOM for awhile now.