Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: John Biddle who wrote (31716)	1/25/2003 7:06:17 PM
From: Jim Mullens	Read Replies (1) \| Respond to of 197214

John, Re:..>>” I think the key here is that all sales to VOD are incremental sales, they don't canabalize sales of other Qualcomm chips.”<< One other “key”, those incremental sales to VOD that are from the MSM6300 for all intents and purposes move Qualcomm from just a CDMA player to a player in the total mobile wireless market place with the ability to support virtually any carrier in the world with roaming on either GSM/GPRS or CDMA networks. Qualcomm should no longer be looked at and analyzed as only supporting the “niche” CDMA market. And cost should not be a limiting factor as Tony stated “Over time they should be a “significant contributor” to revenue as>>>> their incremental cost is not high.<<<<<". Also, let’s not forget that the upgrade/ replacement market now represents upwards of 60% of all handset sales. THE BEST IS YET TO COME. JIM