Qualcomm Moderated Thread - please read rules before posting Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

QCOM 178.03

+1.6%

9:32 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: 100cfm who wrote (42217)	9/13/2004 11:18:37 AM
From: slacker711	Read Replies (1) of 197013

So even if NOK/EMP/NEC gets a chipset out for sampling by end of this year. You still have the typical 9 months from then before commercial production of the chipset. That puts HSPDA out to 4th Qtr of 05. Isn't that a more realistic timeframe for Cingular. I dont think that anybody has an HSDPA chipset sampling yet, but it is impossible to tell for sure with companies like Ericsson/Nokia. I believe that the only time that Ericsson has provided a chipset roadmap was 18 months ago....and I have never seen it updated. 3gamericas.org They dont even mention an HSDPA capability for any of the chipsets on that roadmap. I see a real opportunity for Qualcomm with HSDPA. The current list of customers for their W-CDMA chipsets is long but they need more tier-one manufacturers. I would think that handset manufacturers like Siemens and Panasonic must be realizing that their chance to gain market share with the move to W-CDMA is already slipping. HSDPA will give them another chance....if they can get handsets to the market ahead of the competition. Slacker

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next