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

To: Art Bechhoefer who wrote (63680)	5/15/2007 1:29:42 PM
From: slacker711	Read Replies (1) \| Respond to of 196981

Looking at the Nokia handsets equipped for WCDMA, it seems to me that Nokia has aimed at lower priced chips, whereas QCOM customizes its offerings to fit particular market niches. Initially, one would expect more demand for the low end WCDMA handsets, with demand picking up later on for the higher end handsets. Sorry, but I think your impressions of Nokia's WCDMA offerings are off the mark. They actually are disproportionately represented on the high-end. The N95 (HSDPA) has become one of the best selling handsets in the UK and is the highest featured handset available outside of Japan/Korea. If you'd like to criticize their WCDMA lineup, the missing link is probably more in the low-end. They have generally tended to load up their WCDMA handsets with very good screens and cameras rather than going with 65,000 color screens or 1.3 megapixel cameras. That drives up prices, but I think you will start to see some stripped down handsets a bit later in the year. Slacker

To: Art Bechhoefer who wrote (63680)	5/15/2007 3:30:53 PM
From: Raglanroadie	Read Replies (1) \| Respond to of 196981

"one would expect more demand for the low end WCDMA handsets, with demand picking up later on for the higher end handsets." It seems to me that in the normal course of things it is the higher end that is targeted first since they are the ones who can afford the expensive $400 to $500 phones. Later on the price drops to keep sales up and factories humming. The RAZR, color TV's, VCR's, DVD's, and automobiles all followed this track. Notice how the POS have tried to blame the high cost of phones on Q's? What I want to know is what has NOK done while the Q has been busy integrating.