S100,
<< When you listen to TT presentation of 28 Feb, note that 24 million CDMA phones were sold in Q1 with some reports still due. >>
I'll listen ... 24 million is a lot of CDMA phones "sold" for Q1. I'm assuming that’s a book with partial bill and that Q1 is CQ4.
As for when I listen, I've just uninstalled Real Player, Windows Media Player, and MusicMatch JukeBox, am now downloading the latest and greatest of each, then checking settings.
As my buddy Chaz noted recently they all fight for contention and listening to some of the recent CC's and webcasts has been painful of late.
<< Since Qcom shipped, I think, 11 million ASICs in Q4 and 15 million in Q1, seems like there could be quite a number of phones using ASICs from other vendors >>
Could be. Your question is good and I have been trying to get a better handle on that.
<< Depends, I guess, on data we will not find readily. >>
It is hard to get at, and data conflicts from various sources.
<< I think Nokia shipped several million 5185i phones, and perhaps, Mot shipped some without QCOM ASICs. >>
NOK, I think shipped 2+ million CQ4, and probably some other models as well (small). Not sure about MOT on the CDMA side, but probably most of those were their own ASIC.
NOK, will potentially hurt going forward. They are really picking up steam. Good news is QCOM gets the royalty, bad news, not the chip.
I'm still wondering about other licensed chip vendors. Data is REALLY sparse on this.
<< Any thoughts? >>
I'll try to organize some after I get these !@#$%^& players reorganized.
- Eric - |