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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 181.84

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Jan 8 3:59 PM EST

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From: Jim Mullens	3/7/2005 11:53:00 AM
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More from Mr. Modoff this Morning- Some snips from S2N #149- 03/07/2005 1. There (Cannes) we learned that a major European carrier was prepared to shift up to 50% of handset volumes into 3G devices in the second half of the year at the expense of 2G/2.5G phones. The key determinant will be compelling price points from the OEMs Since then we have spoken with other carriers and chip vendors who are seeing similar trends in terms of 3G handset availability and pricing. These carriers echo the comments we heard at Cannes confirming our theory that 3G devices should see solid growth this year. 2. LG and Nortel announced that they had tested an HSPDA handset. LG expects to have an HSDPA handset ready by the end of the year, which could mean the phone could be available slightly ahead of any network on which it could be used. This should go some ways towards allaying concerns that the new standard would be delayed by a lack of handsets. Given the timing we believe that any such device from LG would very be very likely to contain a baseband from QCOM. As mentioned here and in several of our other recent reports, QCOM is the furthest along in developing an HSDPA solution and is roughly a year ahead of the competition. 3. Mobile TV: Let the fight begin DVB-H does not support time interleaving. This is a clear off-shoot of its parent standard DVB-T. DVB-T was not designed for high-speed mobile reception. Time interleaving is very important for high speed mobile environments, as it distributes burst errors over a larger timescale so that the underlying FEC can correct these errors The need for dual diversity receiver solutions for DVB-H will work in favor of Qualcomm. The company.s announcement in Cannes of its MSM6280 dual diversity HSDPA solution falls right in line with the complex requirements of new applications such as DVB-H.

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