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

To: JGoren who wrote (22070)	5/2/2002 12:04:01 PM
From: Art Bechhoefer	Respond to of 197001

JG--The QCOM strategy is, as you note, to work through several Chinese companies that can manufacture handsets and base station equipment customized to a particular group of users in China and other countries. With labor costs in China running around $0.60 per hour, no other competitor can touch that, certainly not the European based companies without transfering production to China. I think QCOM has developed the best network of China based companies, which should eventually translate into CDMA equipment becoming the lowest cost wireless, feature for feature. This does not exclude Korean companies, such as Samsung, which may have higher labor costs (still well below the U.S., Japan, or Europe) but which also have been able to create a brand name with added features not available on lower cost equipment. Art