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

To: marginmike who wrote (117731)	4/30/2002 11:42:22 PM
From: SKIP PAUL	Read Replies (2) \| Respond to of 152472

I have heard the same thing about computers. I have never bought a computer for less than $3000. While some people will go for the cheap phones, enough will opt for the latest capability and payup. The handset ASP's have stayed at around $200 for several years now my guess is they will remain so for the forseeable future.

To: marginmike who wrote (117731)	5/1/2002 4:59:40 AM
From: puzzlecraft	Read Replies (1) \| Respond to of 152472

FWIW if ASP declines 10% and unit sales grow 30%, the net increase is 17%, not 20%: (.9 x 1.3 = 1.17). If ASP declines 20% and unit sales grow 20%, revenue declines by 4%: (.8 x 1.2 = .96).

To: marginmike who wrote (117731)	5/1/2002 7:48:47 AM
From: slacker711	Read Replies (2) \| Respond to of 152472

The one factor many here forget is that ASP's will decline as sales increase. IE is ASP decline 10% and sales grow 30% there is only a net 20% increase. Qualcomm has been predicting this at the start of every FY....but the ASP declines have generally been much less than their forecasts. The last few years have seen essentially flat ASP's on handsets....and ASP's for chipsets have actually risen over the last year. This may change going forward as China and India become a larger part of Q's sales....but thus far, it has been the lack of volume growth that has hurt Qualcomm and not ASP decline. Slacker