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

To: blue_lotus who wrote (7107)	1/14/1998 8:34:00 PM
From: Quincy	Respond to of 152472

Greetings: "Also, does any body have the profit margins on the phones...this would save me some amount of digging..." I don't think they would want that information to get out. They might have to kill you then to keep it a secret. dB-) No offense. But, that's like asking women their age.

To: blue_lotus who wrote (7107)	1/14/1998 11:04:00 PM
From: pass pass	Read Replies (2) \| Respond to of 152472

The question is how many Q phones have been sold. At $500+ a piece, how many people around you really want to buy the toy? Let's say 1 in 100, that's about 3M in the US maximum. If QPE is running full capacity but Q phones end up in inventory, it's very bad news.

To: blue_lotus who wrote (7107)	1/15/1998 12:14:00 AM
From: Dan Ross	Read Replies (2) \| Respond to of 152472

The way the phones flow through to Sony is via the "interest to minority shareholder line" .....it is basically a subtraction of profits sent to Sony.... QCOM gets all the revenues.....that is due to the 51% ownership factor.....HUGE increase in phone sales = HUGE growth in the company.... approximately $300 is underestimating their revenues....phones are sold for probably 350-400 on average...remember, the operators subsidize the sale of phones...the phones aren't compatible with EVERY operators systems either.....due to the programming.... Just a few points to help you out Good Luck Dan Ross