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

To: slacker711 who wrote (32293)	2/13/2003 8:14:02 AM
From: Jim Mullens	Read Replies (2) \| Respond to of 196545

Slacker, Thanks for you response and keen observation. The accrual estimates had to have been made in late December and they were still using their conservative 27 million MSMs estimate. By my records, the QCOM MSM market share of CDMA handsets has been running in the high 70% range for the last 3 years. It’s difficult to get good handset sales figures though. Are you saying, by your last statement, that QTL revenue per MSM should drop because the market share went up? I’m trying to remember, but is the royalty rate lower to handset vendors if they include the QCOM MSM in the handset? I’m now getting a vague recollection of this, and if this is what you are saying, then you are very correct in saying that “QTL revenue per MSM.. was bound to drop” since market share increased significantly. Thanks for setting me straight. Jim