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

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To: Jim Mullens who wrote (57610)	12/11/2006 12:35:16 PM
From: slacker711	Read Replies (2) of 196478

The comment comes around the 13:30 mark.... cc.talkpoint.com I dont think we know exactly what the QSC series is selling for, but even if it is low as $6 (and I really doubt that it is below that), the MSM7xxx series would have to be at >$48. I had previously estimated that new high-end chipsets would have been in the $35-$40 range. That 8-10x range really illustrates the need for Qualcomm to do a better job on the high-end of WCDMA. Jha has made some references to the traction for the MSM7500 but I am more interested in when we can see MSM7200 based devices. Many of the high-end Samsung WCDMA devices contain an OMAP processor to go along with Q's MSM chipset. That is revenue that is just waiting to be picked up... Slacker

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