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

QCOM 170.90

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Nov 7 9:30 AM EST

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To: slacker711 who wrote (51769)	4/26/2006 10:05:24 AM
From: slacker711	Read Replies (2) of 196551

Samsung has chosen Agere as a second source for 3G baseband chipsets. Agere already had a number of design wins with Samsung for EDGE handsets. chipstockblog.com In mobility, we have talked about our 3G baseband and protocol stack for some time, and clearly 3G represents the next growth catalyst for the industry. We continue to expand our presence at Samsung, and we are very pleased to announce that Samsung has selected Agere for a series of 3G phones to be launched later this year. We believe this is a strong testament to the relationship we have with Samsung, and the superior technology that we provide. snip......... So you know the design win is for the mass market. So this is really focused on the mass market for Samsung. So it’s a key design win for us. The ramp-up of that, it’s a design win that takes place, so the ramp up of the volume from that’s out several quarters. It’s not something that is imminent. But we’ll be clearly shipping before the end of this year. And 3G is still going to represent a relatively small percentage of our volume over the next few quarters, and really won’t grow to be a material percentage of the volume until late ‘07, late fiscal ‘07 as those ramps take place. But you know the key is EDGE volume. EDGE continues to grow through the 2009-2010 timeframe. And as we’ve talked about, the models and the positions that we have continues to be very solid for us and continues to support our revenue growth very significantly.

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