Qualcomm Moderated Thread - please read rules before posting Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

QCOM 180.90

+2.1%

Oct 31 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: slacker711 who wrote (57659)	12/12/2006 10:35:02 AM
From: Jim Mullens	Read Replies (1) of 196395

Slacker, Re: : TI signals slowdown / 3G weakness and- “Yes, Qualcomm is going to gain share during the quarter, but Samsung and LG combined for something like 12% of WCDMA handsets during the 3rd quarter. A 5% share loss by TI wouldnt have shown up so strongly in their financials if the overall market was growing strongly. Unfortunately, TI's comments severely limit the chances of much upside to the 100 million unit consensus. “ 1. VOD states during the Christmas season- + 77% of the handset models are 3G + and 38% of the 3G models use the Q chipsets. VOD is the one of the world’s largest carriers (if not the largest)-- What % of WCDMA sales do you recon VOD represents? 2. Cingular is only using QCOM equipped handsets for their 3G,-- What % of WCDMA sales? 3. I believe TIM (BREW) is using QCOM equipped handsets. 4. I believe virtually all 3G laptops (embedded / aircards) use QCOM chipsets. 5. KDDI is taking share from DoCoMo. Do you believe from TI’s “softness” places QCOM’s prior guidance in jeopardy, or only there’s little change of exceeding such?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next