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

To: slacker711 who wrote (143953)	7/25/2006 11:45:33 AM
From: pyslent	Read Replies (1) \| Respond to of 152472

Qualcomm's total addressable market from a unit stand point will be about about 30% of the total and somewhere between 40-50% from a revenue stand point. What time frame are you talking about? You do expect these percentages to ramp over time to near 100%, correct? Or are you projecting GSM to hang around at 70% unit share for the foreseable future?

To: slacker711 who wrote (143953)	7/25/2006 12:18:26 PM
From: Jim Mullens	Respond to of 152472

Slacker, Re: TXN CC (trash talking CDMA) and>> I've been pretty consistent on this point for the last five years....subscriber numbers dont matter much. Total units and revenue are the primary numbers that I am interested in. Qualcomm's total addressable market from a unit stand point will be about about 30% of the total and somewhere between 40-50% from a revenue stand point. Need a little help on the above!! + In this case GSM subscriber numbers do matter as GSM subs converting to WCDMA do in fact represent handset unit sales, as a new handset is required to access / take advantage of WCDMA’s features. + Over time, due to 1) the technological (spectral / other) advantages of WCDMA, and 2) the significant cost reduction of WCDMA handsets (especially low tier w/o bells / whistles), one would think GSM would eventually go the route of Amps. Thus, most all handsets sold would be mulit-mode incorporating WCDMA as there would be little delta cost in adding such. + Given the above, Qualcomm’s addressable market would closely approach 100% of the world’s handset sales. Thus, QTL royalties would flow from virtually 100% of the handsets sold, and QCT chipset sales would be something less (25 – 40% ???) How do you see this differently??? TIA- jim