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

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To: slacker711 who wrote (56329)	10/24/2006 10:04:10 PM
From: slacker711	Read Replies (3) of 196827

Anadigics earnings call datapoints... corporate-ir.net - Anadigics stated that WEDGE shipments were up 64% sequentially. This is GREAT news for Qualcomm. Anadigics constantly talks about the advantage of being in Q's WEDGE/HEDGE reference designs so I have to believe that MSM's are associated with a big percentage of their shipments. Total WEDGE revenues was above $8 million (about 18% of revenue). - They believe they are the top supplier for WEDGE power amps to Samsung. - They are "nicely aligned" with Qualcomm's HSDPA/HSUPA products. They believe that this provides a nine month lead on the competition. - CDMA shipments were up 27% sequentially. Since this number encompasses some share gain, it is harder to extrapolate this to the entire CDMA market, Still, a nice data point going into the earnings report. Slacker

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