Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.76

+0.3%

3:59 PM EST

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To: Jim Mullens who wrote (143925)	7/25/2006 7:40:40 AM
From: slacker711	Read Replies (1) of 152472

For some reason, your summary of TI's conference call missed the most important point for Q investors....WCDMA units were up 40% sequentially (vs. Q's 24% QoQ). Great for QTL, but they are kicking the crap out of QCT. Another datapoint that Q's 100 million WCDMA estimate will prove too low. seekingalpha.com 3G revenue continued to set the pace and was up over 70% from a year ago. We believe we are continuing to gain share in WCDMA modems, further extending the leadership position that we already hold. In fact, our WCDMA digital base-band unit shipments were up 44% over the first quarter. Overall, the wireless end market is developing consistent with our expectations.

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