Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: cfoe who wrote (7117)	2/8/2001 1:41:20 PM
From: cfoe	Read Replies (1) \| Respond to of 197238

Just listened to Sulpizio's presentation. Unfortunately I could not listen in to the Q&A session. No new numbers presented. He kept emphasizing that the key question for analysts and investors in QCOM to determine is how fast 3G will roll out. He said real W-CDMA is at least two and maybe three years away. He made it clear that everyone going 3G will be going CDMA (specificaly mentioned T!). Said all major wireless manufacturers have spoken to QCOM about 3G licenses, and that they are signing up as they need to (I listened a reference to NOK here). Said the speed of 3G rollout will be in large part determined by customers wanting wireless data services 3G will enable, which in turn will depend on wireless applications. Said that GPRS is coming, but very slowly - the handsets do not work. He said they eventually will, and then added at up to 30k speed. (I could see the "wry smile" on his face as Sulpizio said the GPRS speed). Empahsized that migration for CDMA SPs is smooth - just new chips and software, while GSM and TDMA will require new infra because W-CMA air interface is different. Said again that QCOM gets the same royalties on all flavors of CDMA and said it as a fait accompli - no more argument outstanding on this point! So key to QCOM's future revenue growth again is speed of 3G rollout. Mentioned the FCC-mandated position location and how combining SnapTrac technology with CDMA gives the best solution and provides opportunities for new products and services. Talked about BREW and said it is being very well received. Said two of the top game-makers for i-mode are excited about BREW and already working on product for KDDI (au). He described what BREW does so even I could understand it. for all those technically challenged like me, it provides all of the hooks and links to the CDMA software so application developers do not need to worry about that part of the development process. Lastly, he said that the spin-off of Spinco is definitely going to happen in the August - September timeframe. All that they are looking at is whether an IPO in March will be needed. My guess is that if someone buys in for 5% to 10% (like an INTC, or China, etc.)and establishes the value, an IPO will not be needed. Of course, if that were to happen, an IPO would be a slam dunk almost no matter what the shape of the market. That's all for now.

To: cfoe who wrote (7117)	2/8/2001 1:47:10 PM
From: Eric L	Read Replies (1) \| Respond to of 197238

cfoe, << Does anyone know of a source for total CDMA infrastructure $ spent by year >> I'd like to find that myself. Right now I'm digging into infra orders and revenue market share by vendor - all technologies - for CY2000. I do have some data for the last 6 months book (not bill) for 1x, GPRS, EDGE, UMTS. Not totally verified but I think reasonably accurate. * Worldwide orders for 2.5G and 3G infrastructure placed in the six months ended December 31, 2000 totalled $17.35 billion USD. Ericsson.the big winner (43% of the UMTS/WCDMA market for that period). * GSM based equipment (GPRS/EDGE/UMTS) accounted for more than $16.6 billion. $740 million was contributed by five contracts for 1xRTT infrastructure ($565 million to Motorola and $175 million to Nortel). - Nortel's order was from Leap. Motorla secured ALLTEL (2), KDDI, Sprint PCS. - Something makes me think ERICY may have a 1xRTT order and may have been placed in January. Anybody have recall on this? Note: SKT or KTF orders not included in this 6 months total. - - SKT supplied by Samsung (Sept. order) $? - - KTF by Hyundai (Sept. order) $? - - LG ? presumably LG $? Thats all I have. - Eric -