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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 180.62-0.2%9:30 AM EST

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To: Apollo who wrote (48421)11/4/2005 8:59:43 AM
From: Jim Mullens  Read Replies (2) of 196421
 
Apollo, Re: Qualcomm R&D and “I think what Saukie is asking is whether Qcom has developed recently anything that is clearly and dramatically a leap forward.”

Engineer and others more technologically inclined can provide a better answer but here’s my list.

The “leap forward” items-

+ MediaFLO technologies

+ Iridigm Display technologies-
...The display is the most costly component in the hand-held device and perhaps the single most component in need of improvement in power savings and viewing experience (sunlight viewing).

+ HDR >> EV-DO / HSDPA / HSUPA
...From some accounts the Q has at least a one year lead in the HSDPA (WCDMA) chipset market, and I’m not aware of any of the competition providing an EV-DO chipset for the CDMA market.

+ VOIP technologies / enhanced PTT with EV-DO RevA

+ The single chip solution (MSM, RTR, PMIC) all integrated on one chip- QSC6010, 6020, 6030

....All supporting the low cost market
....Note - was also surprised to read from Citibank that the Q is supplying the MSM for low cost NOK phones in India

+ The Dual CPU on- chip technology- MSM7500, 7600, 7200

+ User interface technology in concert with BREW

+ 4G technologies- OFDM, MIMO, etc (WiMAX?)

We’ll probably learn a lot more net week>
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