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 161.39

-1.9%

Jan 15 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: slacker711 who wrote (58787)	1/19/2007 11:42:29 AM
From: slacker711	Read Replies (1) of 197227

- Motorola talked about using 3 different silicon vendors (Freescale, TI, Qualcomm) competing across all tiers and technologies. Garriques specifically mentioned Q's "signficant" WCDMA win with Motorola. - Motorola is moving their W and RAZR series (GPRS/EDGE) to a single-chip platform. If I am interpreting the comments correctly, TI is going to win a signficant amount of new business with their locosto platform. It looks like Freescale sold out at the right time. If they start losing more business inside of Motorola they are toast. The WCDMA is just beginning to require a tiered chipset approach and that is going to require signficant investment....which is going to be hard to justify as Freescale's share shrinks. Slacker

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next