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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 154.12-3.3%Jan 20 3:59 PM EST

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To: Art Bechhoefer who wrote (102693)6/7/2011 1:03:59 PM
From: Eric L3 Recommendations  Read Replies (1) of 197298
 
MediaTek Competition ...

Art,

<< Qualcomm is the largest fabless chip producer and sells more chips for wireless devices than any other firm. >>

While I don't have hard numbers at the ready I believe that in unit terms Taiwan's MediaTek was the big seller with ~400 GSM basebands shipped in 2010 was the biggest seller of wireless ICs last year. Of course MediaTek was selling to bandit gray market manufacturers that pay no tax and pay no royalties as well as selling to a very large base of Asian manufacturers that serve the legitimate market and produce white label phones as well as branded devices from ZTE and Huawei. MediaTek produce quality ICs and reference designs and they are expanding the 2G & 2.5G GSM line into 3GSM and smartphones rapidly. They can't be overlooked and can't be taken lightly.

Cheers,

- Eric -
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