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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 166.81-4.1%Nov 17 3:59 PM EST
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To: slacker711 who wrote (77326)5/27/2008 9:44:07 AM
From: Jim Mullens  Read Replies (1) of 196660
 
Slacker, re: INTC vs QCOM (MIDs, etc), and >>

“....but if a vendor isnt a player in the US, I doubt that all of the overseas CDMA markets will persuade them to absorb the cost of adding DO to a HSPA device. ”

What in your estimation is the “added cost” ???

1) Notebooks-

….With QCOM Gobi solution the notebook mfg appears to gain significant scale by manufacturing one device that supports virtually all markets. Would not this advantage off-set any potential cost difference in the Gobi baseband vs just a GSM+ 3GSM baseband that is supposedly cheaper? I recall Sanjay saying they (& Novatel/ Sierra Wireless) were pricing Gobi very aggressively to “jump start” this opportunity.

2) MID’s –

….In devices / markets where the processing power of QCOM’s Snapdragon is good (powerful) enough, the Snapdragon chip also includes the baseband whereas the Intel solution requires a separate baseband solution. Would not this give the Snapdragon a cost advantage?

…..or, at least cost parity …. With the added advantage of power savings of not only the Snapdragon itself but also resulting from power drain from hard wiring the separate baseband to the Atom processor?
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