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

To: Dan Ross who wrote (7116)	1/15/1998 11:48:00 AM
From: waitwatchwander	Read Replies (1) \| Respond to of 152472

<< .the phones aren't compatible with EVERY operators systems either.....due to the programming.... >> Dan, Is this why I can't get a Q phone in the Great White North? Raj, I can get a QPC 2700 (or Sony equivalent) for $110 US if I sign up for $17.50 US a month for one year. I think $300 per phone may be a bit high for the Q's margin. Also, I remember reading in the Annual Report that production at year-end was 500,000 per month. I recently read that they had increased production to 1 million. I would imagine that the 500,000 conisted of a high proportion of QPC type phones (lower margin). Given what I have seen in stores here in the GWN and in California, I would suspect that a good percentage of current production is also in the QPC category. Inventory build up at the Q and in the channel will account for a high proportion of the initial production. I would not be surprised to see the big increase in phone revenue taking a couple of qtr's to reach the P & L. Then agian, maybe the Q has some creative accountants like the rest of the .... When do they book phone revenue? Looking fwd to your analysis.