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

QCOM 174.80

+0.3%

Dec 5 9:30 AM EST

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To: slacker711 who wrote (56306)	10/24/2006 7:35:44 AM
From: quartersawyer	Read Replies (1) of 196851

TI and Nokia had higher expectations for the development of the WCDMA market than what occurred in the 3rd quarter... The key is that TI still believes that WCDMA volumes will "exceed 100 million" in '06 slacker, I signed up for a Google "HSDPA e-mail alert" a couple of years ago, when a link was rare. This morning it includes information about launches from Orange, Telstra, Hutch, TIM, Cingular, T3, Chunhwa, Far EasTone. The near-term high-end seems to be all about HSDPA. Do you have any thoughts on the relationships involving carriers moving in 2006/early 2007 to HSDPA (high-end), the numbers to date for W-CDMA, and what TI has produced or expects to produce for HSDPA and WCDMA? Would carriers spend on $200 WCDMA handsets when the more high-end competition will very soon be HSDPA and lower cost WCDMA? The TI '06 prediction has obvious implications for '07, which is what most have been looking at for the beginning of a steep ramp.

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