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

To: marginmike who wrote (29806)	5/11/1999 4:18:00 PM
From: DanD	Read Replies (1) \| Respond to of 152472

Isn't that the MSRP not the price that the Service Provider pays?? Dan D

To: marginmike who wrote (29806)	5/11/1999 4:22:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 152472

I'm not done looking into this but it looks like qcom has a ways to go for optimum manufacturing efficiency... they can take a lesson from Cisco on this and improve their operating margins in the purchasing and logistics area (maybe) as much as 15%. Does anybody have a definitive reference to inventory turns, btw I have conflicting info here.

To: marginmike who wrote (29806)	5/11/1999 4:24:00 PM
From: bananawind	Read Replies (1) \| Respond to of 152472

Easy marginmike, thats the carrier subsidized price to the public, NOT the price Q will be selling them to the carrier. Regards, Jim

To: marginmike who wrote (29806)	5/11/1999 5:36:00 PM
From: quidditch	Read Replies (2) \| Respond to of 152472

Could $99 be the price to subscriber, with an implied carrier subsidy to Q? If this is not the case, I would tend to agree with you, especially since Noka can't get phones into the market or carriers won't take them. With the new web-browsing function, the small size, the long life, one would think that the price point should be at a premium, though not as high as a star tack so as to price the TPhone out of the "affordable" market. Maybe the IC's that Q has for the non-Q ASIC functions are so efficient and assembly so cheap that margins are going to be large even at $99. Just read subsequent posts on same theme re. carrier; regrets to be tardy here. Regards. Steven