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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Jim Mullens who wrote (53166)11/22/2002 7:57:41 PM
From: Eric L  Read Replies (2) of 54805
 
Jim,

<< have you seen a formal product announcement or even a roadmap for a combo cdma/W-Fi chip from Qualcomm?" ... Believe it or not, Yes I have. ... Qualcomm's latest "analyst" presentation at Lehman Brothers (Nov 19, 2002) by Mr, Don Shrock you will find such. Chart no. 25 ... under "coming soon" 802.11 WLAN. >>

Let me ask again. Have you seen a formal product announcement or even a roadmap for a combo cdma/W-Fi chip from Qualcomm?

I've seen Schrock's slide that lists these "Coming Soon" features:

– MMS solution
– USB OTG
– Megapixel resolutions
– 802.11 WLAN

That's called "slideware" in my business. Roadmaps are slideware too, of course, but I don't see 802.11 WLAN even on the latest roadmaps.

We had 2 product quasi-releases recently (MSM6250 & MSM6500). I say quasi-releases because there is no published collateral to back them up so we really don't have a full blown product release.

USB OTG and MMS browser "support" are included in both chips. No 802.11 WLAN support however.

I was wondering if you had seen something I hadn't seen.

That was what occassioned my question "Aren't you getting just a bit ahead of yourself and Qualcomm?"

The 2 latest chips are not scheduled to sample till Q2 03:

Samples of the MSM6500 chipset are expected to ship in the second quarter of calendar 2003, which means devices utilizing the chipset could arrive as early as in late 2003.

... it also means that realistically and legitimately devices could arrive as late as 2004.

Best,

- Eric -
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