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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 (41349)	6/29/2004 9:51:36 PM
From: pyslent	Respond to of 196740

jim, 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. IJ said that the MSM6300 would be priced to compete with a vanilla GSM chip? Interesting-- I must have missed that question. What do you think the implications are for chipset pricing, then? Given the widely accepted price delta between GSM and CDMA chipsets (roughly 1 to 2 according to some reports), would that make the 6300 one of Qualcomm's cheaper chipsets? Cheaper than a comparably featured 1X-only chipset by a wide margin, I would think. OT, but with regards to IJ's title and your suggested correction, it is my personal preference to conform to the convention that a phD does not use his academic title outside of an academic setting (after all, i do not insist that you guys call me Dr. Pyslent :) ). Qualcomm campus, of course, is seen internally as an extension of academia, so it is a grey area and I suggest that we be free to decide individually whether the use of the title is appropriate. I certainly do not mean it as a sign of disrespect. 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. I suggest that we could both be right... while I don't expect the MSM6300 to appear in sub$100 handsets anytime soon, they may be competitively priced in comparison to full-featured GSM handsets, some of which probably do retail for close to $500. Having only 1/3 of those 25M moving to GSM1x would represent over 8M... True, but if Slacker's article is to be believed, those 8M subs will have to share the 500,000 handsets that CHU has ordered <ggg>.