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

To: gdichaz who wrote (16828)	10/20/1998 8:52:00 PM
From: Drew Williams	Read Replies (1) \| Respond to of 152472

<< Do you suggest the Q withdraw from the WLL business even where the effective demand is demonstrated?>> That is not what I am saying. I'm just trying to figure the arithmetic, trying to figure out about how big the end-user price differential will be. 10-20% is not enough difference, IMHO. In first world countries, I would think WLL cannot be enough less expensive, because of substantial entrenched wireline and wireless competition most everywhere. In second world, it would need to be 25-30% of mobile. In third world, 50-75% of mobile might be low enough. These are guesses, of course, since the only third world country I know really well is Pennsylvania. (OK, that joke is getting a little old, so I'll knock it off.) But I've make my living And had I gotten all the way caught up on reading the thread, which I have now done, I would have asked exactly the same question even with the higher 4-5-6X ratio. As stated, the technical efficiency is only one part of the cost structure.