Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Maurice Winn who wrote (28456)	4/27/1999 8:00:00 AM
From: DaveMG	Respond to of 152472

Maurice....I'll take the sky as limit and leave what's beyond for you...2ManyDaves1

To: Maurice Winn who wrote (28456)	4/28/1999 9:00:00 PM
From: SteveG	Read Replies (1) \| Respond to of 152472

couple of interesting points (to ME) from Sulpizio's presentation and breakout at H&Q this afternoon: - QCOM's royalty is flat independent of the bandwidth use, and extends for the patent life. Earlier patents expire ~2006, with newer ones continuing to be licensed. - HDR boast 1.8Mbps peak (one way), but probably significantly less in most real world. Single-chip solution quantities should be available in late 2000-2001. - ASICs pricing dropping ~20% / year. - New lightweight blue phone (attractive piece of plastic) margins expected in the 25+% range. - NO expectation to selloff their handset business, primarily because of a current lack of CDMA providers. They believe they have enough supplier components to withstand the current and expected bottleneck. They are expecting demand of over 1M phones/month. - They see their chipsets solutions dropping from 5-6 now down to 3-4 fairly soon. (Talking separately with Dwight Decker, he doesn't see a single chip solution being available anytime soon) - QCOM believes that CDMA should not be restricted to phones, but also directly into laptops, car radios and other appliances.