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

To: Jim Mullens who wrote (31708)1/25/2003 4:14:50 PM
From: Randall Knight  Respond to of 197145
 
Regarding prior Qualcomm chipset sales to Vodafone, I believe they only operate GSM networks and therefore would not have had phones with Qualcomm chipsets. ( Except for their joint ventures- JPhone in Japan and VZN wireless)

You are correct that he said that the multimode phones would eventually be a big market. What excited me was that Vodaphone who has never been a customer for QCOM equipped phone suppliers will soon become one. The first of many new customers I would hope.



To: Jim Mullens who wrote (31708)1/25/2003 5:05:04 PM
From: John Biddle  Read Replies (1) | Respond to of 197145
 
Regarding prior Qualcomm chipset sales to Vodafone, I believe they only operate GSM networks and therefore would not have had phones with Qualcomm chipsets. ( Except for their joint ventures- JPhone in Japan and VZN wireless)

I think the key here is that all sales to VOD are incremental sales, they don't canabalize sales of other Qualcomm chips.


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