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

To: BDAZZ who wrote (102235)	5/25/2011 3:14:47 PM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 197310

BDAZZ -- The processor is, of course, a better example, since baseband chips are now in the iPhone. But the iPhone uses a less expensive, less sophisticated chip compared with other chips QCOM has designed. Similarly, there are a lot of QCOM low end chips going into devices used in developing countries. I'm looking at market penetration, especially for the higher end chips, whether baseband or processor. I also acknowledge that QCOM now has more than 50% of the market for WCDMA chips. Intel in its fastest growth period in the 1990s always had a lock on the premium priced microprocessors, leaving competitors like AMD with the lower end, lower profit chips. I thought that by this time QCOM would have had a stronger position at the high end. I guess I'll just have to wait. Art