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

To: bananawind who wrote (19139)	12/4/1998 3:28:00 PM
From: Jon Koplik	Respond to of 152472

In other words, it looks like Tero now works at Dataquest. Jon.

To: bananawind who wrote (19139)	12/4/1998 4:01:00 PM
From: JGoren	Respond to of 152472

Good points, but I don't think we missed all the points you raise. My point was that even with increasing numbers of handsets being sold, Qcom's percentage share of the market (whether cdma or all platforms combined) would decrease as long as the number of handsets over all increases. Moreover, Qcom's share would drop just in the cdma segment of the market as more manufacturers make cdma handsets, which is necessary and expected. Remember, the important thing from Qcom's point of view is that the cdma share of the total market increases. Qcom prospers, and its position in the market improves, so long as cdma grows.

To: bananawind who wrote (19139)	12/4/1998 4:40:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 152472

The relative handset sales are easily explained. The Q has produced the same number of phones each month all year. The market has increased 100%. Ergo, the Q share of direct handset sales is half what it was. But the Q of course is reaping the proceeds of all the CDMA phone sales others are producing and selling. Maybe the Q has just decided to keep its hand in in handsets so to speak (not to emphasize direct sales volume) - and to push the technological envelope forward (phones with data capability for example) - but rely on others for handset growth and profit for the Q. Data seems to reflect that. If so, is that good or bad? Opinions? Comments? Chaz