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

To: pyslent who wrote (41347)	6/29/2004 7:17:53 PM
From: quartersawyer	Read Replies (1) \| Respond to of 196725

My BS meter is extra sensitive That meter must smack right thru the pin on this one from ChinaNex a few months ago: "Unicom will launch GSM/1x handset on July 19 which allows cell phone users to roam between GSM and CDMA networks by supporting SIM for GSM and UIM for CDMA. Interestingly, the handset is designed for China Mobile GSM customers."

To: pyslent who wrote (41347)	6/29/2004 8:02:40 PM
From: Jim Mullens	Read Replies (1) \| Respond to of 196725

Pyslent, Re: Unicom / GSM1x and “I don't think it's ever been clarified whether Mr (Dr.) IJ was referring to CDMA chipsets or GSM chipsets when he is talking about competitve pricing for the MSM6300.” It was perfectly clear. He responded as such to that question from yours truly at the Annual Meeting two years ago. Re: “Similarly, any contention that a dual mode gsm1x phone will be priced competitively with a standard gsm phone doesn't pass the laugh test ..... and I'm inclined to believe that all GSM1X phones will initially cost closer to $500 then $100, even in China.” <<<<<<<<< By pricing the GSM1x phone competitively, I would also imagine Unicom is targeting the higher end customers initially with full featured phones. I would imagine current full featured GSM phones go for a fair premium over the average GSM unit. And, initial pricing would likely be higher to satisfy the thirst of the “first on the block” types. In other presentations the Q has stated their intent is to segment the Unicom GSMIx market as well. According to the article, there are over 77M Unicom GSM subs which represents a fairly good sized replacement / upgrade market. On a three year r/u cycle, that represents 25M handsets sales per year, considerably larger than their current CDMA handset sales. Having only 1/3 of those 25M moving to GSM1x would represent over 8M in new annual handset and chipset sales for the Q.

To: pyslent who wrote (41347)	6/29/2004 8:53:25 PM
From: jackmore	Read Replies (4) \| Respond to of 196725

At the risk of adding to the confusion, my take was that IJ was really referring to the differential cost between a 1X and a GSM/1X phone. I took his point to be that Q would work to keep that at a minimum, maybe even make no markup on the GSM part of the chip so as to make the phones as affordable as possible. I've taken the CHU comments to generally mean that they were planning to subsidize the difference, so a dual mode phone would cost the consumer no more than a regular 1X phone. Of course, CHU could subsidize the GSM/1X phones to a point where they are the same price as a GSM phone. That would be a considerable expense, but could be done. It's pretty much a given that at the wholesale level a CDMA phone of either stripe will still cost more than a "comparable" GSM phone...i.e. the laugh test retains its validity.