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

To: LarsA who wrote (61508)	3/26/2007 11:22:05 AM
From: Jim Mullens	Respond to of 197676

Lars, Re ASM / "PJ said: "But I thought this graphic really demonstrated the difference that QUALCOMM has made in the wireless market, where in the past it really was only a few large manufacturers that dominated the market." "What kind of "graphic" did he show? He means the handset market, right?" The lead in chart in Paul's presentation (some 65 pages of detail on the Q's website / IMO, no other wireless company comes close to sharing their business model detail to this degree with their investors, some -BRCM- won't show charts/ or provide hard copy detail) This was the essence of the graphic- a recent WSJ ad. "Then / Now-- is better" Few handset choices then v many now. qualcomm.com

To: LarsA who wrote (61508)	3/26/2007 2:18:26 PM
From: rkral	Read Replies (2) \| Respond to of 197676

"PJ said: "But I thought this graphic really demonstrated the difference that QUALCOMM has made in the wireless market, where in the past it really was only a few large manufacturers that dominated the market." LarsA: Is that really true. Isn't even more concentrated today?" In the past, Qualcomm has made that comment relative to the graphic below ... illustrating market share domination is reduced in CDMA2000 and WCDMA relative to GSM markets. However, since GSM still dominates the overall market, the effect is difficult to see in overall numbers. Maybe we'll soon see that graphic updated for CY2006. Source: Page 16 of "Qualcomm Business Model - A Formula for Innovation & Choice" -- qualcomm.com