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

To: qveauriche who wrote (129357)	5/27/2003 6:20:32 PM
From: carranza2	Read Replies (1) \| Respond to of 152472

The answer appears to be no. I'd substitute "appears to be" with "is".

To: qveauriche who wrote (129357)	5/28/2003 12:14:39 PM
From: Stock Farmer	Read Replies (1) \| Respond to of 152472

Qveau - I'd broaden the operational question. What is the PROFIT Qualcomm receives from: CDMA phone made by Nokia, ASIC made by Nokia CDMA phone made by Nokia, ASIC made by Qualcomm CDMA phone made by <other vendor>, ASIC made by Nokia CDMA phone made by <other vendor>, ASIC made by Qualcomm Plus CDMA phone made by Nokia, ASIC made by TI CDMA phone made by <other vendor>, ASIC made by TI Plus variants where we have GSM phone with multi-mode ASIC, phone made by Nokia, ASIC made by Nokia GSM phone with multi-mode ASIC, phone made by Nokia, ASIC made by Qualcomm GSM phone with multi-mode ASIC, phone made by <... Etc, And of course this varies by region (e.g. China has a different deal). And so on. I think if we take this matrix and then start putting market share numbers against each of the entries and charting out the changing flows we might get a bit more insight into the importance of various deals. Regards, John