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

QCOM 174.18

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Dec 18 3:59 PM EST

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To: 100cfm who wrote (45720)	5/5/2005 10:44:17 PM
From: Eric L	Read Replies (1) of 196989

QUALCOMM WCDMA Market Share 100, One more recall ... I heard Sanjay answer a question about this but didn't take notes. Below is from a TMF poster and what he states is pretty much as I recall it. His answer (in my words): To achieve 50% market share two things will need to happen. 1) The handset vendors currently signed up to use QCT UMTS ASICS will need to claim a disproportionate share of the UMTS handset market relative to their current GSM market share. 2) QCT will have to score another tier 1 customer, i.e. Nok, Sony-Ericy or Motorola. To a follow on question (again I do not recall the analyst) Sanjay replied that the customer most likely to switch is Motorola, but they want a "very good deal and not to charge royalties." (audience laughs) Preceeding the above as recalled by the TMF poster, Sanjay adroitley avoided a direct answer and instead stated that it depended on how sucessful new launches with QUALCOMM's customer's hansets were, and how sucessful QUALCOMM's customers particular handsets were againsst competitive handsets. - Eric -

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