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To: LarsA who wrote (9519)	3/1/2001 9:22:38 AM
From: JohnG	Read Replies (2) \| Respond to of 34857

More notes from Sawtek CC.... - They have had multiple basestation orders in China...one of which has been partially cancelled. They dont know the reason for the cancellation yet. Found out about the cancellation mid to late last week. - Inventory correction for GSM IF filters going on for one large GSM handset customer. Revenue will be down dramatically in the GSM category (only around 12-14% of revenue). It is a US customer (before everybody starts pointing fingers at Nokia). GSM business will be really low this quarter due to this customer. - RF filter business up from last quarter (substantially). - No softness in CDMA IF filter market. The business will be up slightly over last quarter. The call is worth listening to just for the following exchange. This is around 11:00 minutes. biz.yahoo.com Ed Snyder...."Sounds like the CDMA handset business is not doing bad at all" Sawtek...."That's correct" Ed Snyder...."Great" Just listen to the inflection in his voice when he says "great" <g>. Slacker

To: LarsA who wrote (9519)	3/1/2001 10:10:27 AM
From: Puck	Read Replies (1) \| Respond to of 34857

GSM? GSM?? We don't need no stinkin' GSM! ;)

To: LarsA who wrote (9519)	3/1/2001 11:26:47 AM
From: Roadkill	Respond to of 34857

I thought there was speculation that the cross-licensing deal with TI gives QCOM access to GSM IP. Can anyone confirm? RK

To: LarsA who wrote (9519)	3/1/2001 12:30:30 PM
From: Caxton Rhodes	Read Replies (1) \| Respond to of 34857

I believe that the way the agreements work, is that Q doesn't have to worry about GSM IPR, only the manufacturers that use the QCOM multi band, multi mode, multi network chips will have to make the arrangements to pay the GSM IPR holders. Please correct me if I am wrong! Trying to figure out that myself. Caxton