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

QCOM 180.74

-0.1%

Nov 3 3:59 PM EST

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To: slacker711 who wrote (57653)	12/12/2006 9:54:09 AM
From: Jim Mullens	Read Replies (1) of 196425

Slacker Re: TI signals slowdown and>> “While it is true that TI is losing share in WCDMA chipsets during the 4th quarter, it is equally true that it is almost impossible for Q to have a great quarter without TI participating. Modoff’s point was that QCOM’s quarter is tracking well as Samsung’s & LG’s 3G (WCDMA??) sales are improving and “share shifts among handset vendors will likely favor phones with QCOM chips inside”. Perhaps the 3G (3GSM / WCDMA) market is growing (only an “area of softness” for TXN customers) , but via QCOM’s customers (Samsung / LG/ Huawei) rather that TI’s customers (NOK, Sony/Ericy and NEC). Per Dr Jha at Lehman>>>>>>> New Christmas 3G Vodafone Handsets with QUALCOMM Chips •77% of the handset models are 3G •38% of the 3G models use QUALCOMM chips •25% of the 3G handset models are HSDPA •50% of the HSDPA models use QUALCOMM chips LG KU800 LG L600V Samsung ZV40 Samsung Z540V Samsung Z560V Samsung ZV50 Vodafone 710 Samsung Z400V Dr Jha also mentioned that – + QUALCOMM enables vast majority of commercial HSDPA devices .........34 HSDPA models commercially available using QCT (only 2, non-QCT) + to his knowledge all of Cingular’s 3G handsets use QCOM chipsets.

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