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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 159.42-1.2%Jan 16 3:59 PM EST

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To: slacker711 who wrote (77348)5/27/2008 1:54:11 PM
From: Eric L  Read Replies (1) of 197272
 
DBDM 3G ASICs (Korea)

Slacker,

Pursuant to your discussion with engineer ...

Korea is coming on very strong and rapidly with WCDMA/HSPA at SKT and KTF in the 2.1 GHz IMT-2000 core band and have converted ~25% of Korea's subscriber base from 1xRTT/DO to WCDMA/HSPA.

Initial attempts at launching WCDMA/HSPA service in Korea yielded little success and a handful of subscriber in the first 2½ years of buildout. Initially they attempted using DBDM handsets even though QUALCOMM pulled the plug on their 1st announced integrated DBDM ASIC.

I had initially assumed that the recent success of WCDMA/HSPA was due to Samsung and LG using a newer QUALCOMM DBDM 3G ASIC. Evidently that is not the case. From what I can ascertain watching this only peripherally, and although Samsung and LG are using QUALCOMM ASICs they are, so far as I know, using strictly SBSM WCDMA/HSPA ASICs, and I don't think either operator has a dual RAN multi-frequency service offer although the RANs share a common billing system. I'm not aware of DBDM ASICs in use anywhere.

You probably watch this closer than I do. Does my observation jibe with yours?

Engineer might also wish to comment.

- Eric -
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