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

QCOM 180.90

+2.1%

Oct 31 9:30 AM EDT

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To: Jim Mullens who wrote (57661)	12/12/2006 11:00:28 AM
From: slacker711	Read Replies (2) of 196388

1. VOD states during the Christmas season- + 77% of the handset models are 3G + and 38% of the 3G models use the Q chipsets. These numbers mean very little. Qualcomm's WCDMA market share would be far higher if you measured it by the number of models released....but the customer makes the ultimate decision, and in Europe the vast majority have been picking Nokia and Sony Ericsson. Just for the record, 40% of Vodafone's 3G handset introductions for Christmas last year had Q chipsets. The number that Jha and you keep trumpeting actually represents a small downturn from last year. news.softpedia.com VOD is the one of the world’s largest carriers (if not the largest)-- What % of WCDMA sales do you recon VOD represents? I think the last number I saw was they expected about 1/3 of their 45 million handsets sold this year would be 3G. While Spain and Italy are around 50%, countries like the UK are far lower. Do you believe from TI’s “softness” places QCOM’s prior guidance in jeopardy, or only there’s little change of exceeding such? It has been a long time since I believed that Qualcomm's guidance actually represented an effort to accurately reflect their view of the market. As usual, I think their guidance was conservative....so the weakness represented by TI should already be reflected in their numbers (particularly their 98 million WCDMA unit projection). I had been a bit more optimistic in early November, but I am scaling that back a bit after hearing some of the warnings. Slacker

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