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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 172.98+1.1%Jan 2 9:30 AM EST
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To: Ramsey Su who started this subject3/7/2001 2:17:37 PM
From: foundation   of 197074
 
MSDW Update Just Out - from Rocket - (IJ presented today)

"Qualcomm highlighted how its addressable market will expand from 20% to 100% of the growing handset market as it progresses to 3G. Unlike a vast majority of its competitors, Qualcomm’s ICs are turnkey; the company’s chips include protocol stacks and software that allows the company to capture roughly $20 per baseband processor IC. This compares with TXN’s average baseband processor price that we estimate to be $10 per baseband unit. In addition to facing a rapidly expanding serviceable handset market, mgmt believes they will expand their dollar content in each handset. The incremental content includes power management, direct conversion radio frequency ICs, power amplifiers, global positioning functionality, and co-processors (the MSP family). We believe suppliers of the baseband processors are in a strong position to leverage their control of the baseband “heart” of a handset into adjacent IC opportunities in the handset. Qualcomm reiterated their guidance for approx. 90M CDMA handsets in C2001(and 16M+ this quarter and more in the June quarter), and this compares with our1 estimate of 85M. Upside to our estimate is possible in the 2H of the year as cdma2000 1x products ramp. In addition, rapid progress in China or the the conversion of non-CDMA networks to CDMA technology (e.g. Nextel) could serve as additional catalysts for Qualcomm."

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