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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: nbfm who wrote (6495)	1/24/2001 8:30:07 PM
From: Ramsey Su	Read Replies (3) \| Respond to of 197253

IMHO Q has just announced the worlds first 3g-like chip is shipping in commercial quantities. This makes sense in light of Limtex's repeated observations that there is NO 1X news coming out of Korea. Quite simply, there is no news because 1X has very limited handset availability while the system was being tuned. Since chips ship about a quarter before the handsets become available, I'd say that this quarter's earnings will be favorably impacted -- due to increased quantity and ASP of Chips (of which Q has 100% of the market). nbfm, what are you talking about? Isn't the following enough 1x news from Korea? Message 15182150 Ramsey

To: nbfm who wrote (6495)	1/25/2001 10:27:24 AM
From: Eric L	Respond to of 197253

nbfm, << It seems that the key word is "rollout." I believe that whatever Q is announcing today differs from what it announced last month about the MSM5105.>> I really think that QCOM used this press release to emphasize an important capability ('plastic roaming'), as a supplement to the first release. It is one of those "read between the lines" releases we see from time to time from Qualcomm (but by no means limited to Qualcomm). Press Releases are, after all, PR. I think we will see some clear cut language when MSM5105 starts to ship in volume ... sort of like the "Begins Worldwide Production Shipment of Its" ... I don't expect that in the next few months, but would be glad to be wrong. QCT announced the MSM3300 started sampling in August, on August 16, 2000. They announced it starting to ship in December (probably a preproduction lot) on. That's 5 months, give or take a few weeks. I think we can expect MSM5105 on about the same schedule ... 5 months ... give or take a month. QCT announced the MSM5105 sampling in December on January 11. We'll probably see commercial volumes in May/June with the real volume shipping QCOM Q4 so we will indeed probably see "the first consumer products incorporating the MSM5105 solution ... commercially available in the middle of calendar 2001", as promised in the release. Meantime, it looks like SKT is willing to take the MSM5000 in reasonable volumes ... and that is good news. Some others may take small volumes. Sample MSM5105 chips allow manufacturers to test both the MSM5000 and MSM5105 (which have same form factor with different pinouts ... actually added pins for new functionality) in more or less same production handsets. Interesting to see if the handsets shipping with MSM5000 have receptacle for R-UIM. I rather suspect they might. - Eric -