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

QCOM 172.72

-4.4%

Nov 4 3:59 PM EST

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To: Jim Mullens who wrote (108040)	12/20/2011 10:40:06 AM
From: slacker711	8 Recommendations Read Replies (1) of 196449

The more I think about it, the more that I think LTE is going to be a big opportunity for Q to increase their share. For the last few years, baseband performance for all of the major players has basically been at least adequate. Baseband performance wasnt a pain point for consumers and so most of the attention was on the performance of the various CPU's/GPU's. However, that could (should?) change with LTE. Most of the current non-integrated LTE chips seem at least similar in performance...but a big reason for that is because they are all inadequate. The people I know personally that have LTE handsets love the performance but hate the battery life and generally turn LTE off when not in use. So the question is, will the combination of an integrated LTE chipset and 28nm provide dramatic differentiation from the competition? A move from something like 10 hours of battery life to 16 hours would be huge. Consumers will notice if Qualcomm enabled LTE handsets manage to get them through the entire day without recharging while the competition is still having problems. The 2nd reason for the opportunity is the absolute mess of spectrum bands that will need to be supported. I think we might already be seeing the impact of this. While Samsung's LTE handsets at Verizon use their own internal LTE chip, those at AT&T use Qualcomm's LTE modem. One explanation for that could be that their internal solution doesnt support AT&T LTE bands....and the LTE bands are only going to get more complicated as we see more and more foreign rollouts. I have been focusing on the performance of Krait with the MSM8960 but perhaps LTE performance could provide at least as much differentiation over the next two years or so. Slacker

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