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

To: seti who wrote (143223)	7/3/2006 5:35:03 PM
From: Jim Mullens	Read Replies (2) \| Respond to of 152472

Seti, Re SIM cards and “ the comparitive lack of "SIM card" usage by CDMA carriers is a fatal flaw for CDMA. Otherwise, more phones would be sold, and people would be more likely to buy or upgrade to new phones and try new services Interesting point. Therefore, with carrier phone subsidies, they feel its to their advantage to restrict the turn over of handsets. It also reduces churn when one cannot use his phone on another network. Handset mfgs benefit with SIM cards if they result in more sales from upgrades/ new services. However, with a SIM one would not need a new phone when switching carriers and thus reducing phone sales. SIM cards could therefore benefit QCOM by driving more handset / chipset sales. Within the U.S. / CDMA carriers, perhaps they are mitigating the higher cost of handsets (vs GSM) by eliminating the SIM card.