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

To: engineer who wrote (76790)	5/1/2008 3:36:36 PM
From: planetsurf	Respond to of 196822

BOM = $200 ODM builds for $225 sells to NOK< ays 5% royalty = $11.25 NOK buys at $225, resells to carrier for $250 So $11.50 on $250 sale is really 3.75% or so. Using your scenario, assuming NOK is currently at what I believe to be their established rate of ~3.25% now, (when they were actually paying that is) they will pay MORE to QCOM! Great news! Even if the numbers are all a little off, and NOK gets away with paying a little less, I think this is a scenario that benefits QCOM.

To: engineer who wrote (76790)	5/1/2008 3:47:37 PM
From: slacker711	Respond to of 196822

100% CDMA, about 60% 3G and GSM and growing. I agree with the 100% and growing parts of your statement, but disagree strongly with the 60% of 3G and GSM portion. If 60% of Nokia's 3G production was handled by an ODM that would mean that Q was getting paid on 60% of Nokia's production. If you work through the numbers that Q has provided (25-30 cents of Nokia impact this year, WCDMA units and approximate ASP's), you would find that this is patently false. Note that I'm not even relying on Nokia's statements/numbers. Your statement is impossible unless you think that there is something drastically wrong with Q's own numbers. Slacker