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


To: Walter Liu who wrote (7106)1/14/1998 8:15:00 PM
From: blue_lotus  Read Replies (3) | Respond to of 152472
 
Hi all,

I was attempting some analysis on QCOM and got stuck with some figures..may be some one can help me out..

I was trying to estimate the revenue and profit stream form QCOM's phone sales.

Now we know that Q.P.E. has had a capacity of 500 thousand phones per month for the last quater. I was going to assume an average selling price of the phones to be $300 (conservative since Q phones go for much more)....

Thus, I came up with 98 phone revenue (ultra conservative given that the capacity might be increased too) of
6M*300 = $1.8 Billion
This is were I get stuck... Does QCOM realize all of this revenue
and just share 49% of the profits with Sony or do they both share the revenue too?

Also, does any body have the profit margins on the phones...this would save me some amount of digging...

Thanks

-Raj



To: Walter Liu who wrote (7106)1/15/1998 11:14:00 AM
From: waitwatchwander  Respond to of 152472
 
Successfull Vodaphone trials would certainly add to the value of this move. Any noise about the future endeavous of the Spectrum founding players. They appear to be accomplished entrapeneurs.