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

To: mightylakers who wrote (11016)	5/28/2001 9:15:55 PM
From: slacker711	Read Replies (2) \| Respond to of 196720

There is an article under the news section of Mobile Review which I translated regarding the MSM5105. Most of it is turned into gibberish by the Alta Vista translator but one sentence seemed to come through unscathed. run.to Samsung Electronics did not employ this chip. Other than that....any delay in the MSM5105 would be terrible news for Qualcomm. Ugh.... Slacker

To: mightylakers who wrote (11016)	5/29/2001 3:22:29 PM
From: Eric L	Read Replies (2) \| Respond to of 196720

Lakers, re: MSM5000 / MSM5105 / MSM5100 in Korea This is same story line you reported, but it is written in much clearer fashion than the Digital Chosun article, taking some of the mystery out of the tale. Qualcomm's explanation makes more sense in this article, and in fact perfectly reasonable: "Qualcomm said that the supply rejection is not because of defects in the 5105 chips themselves but because they lack the functions required under the unique circumstances of Korean telecom services." I am reminded about Dr. Jacobs remarks at his presentation at Analysts Day, where he referenced the increased buffering of the MSM5100 that would enable better AOD/VOD capabilities. >> Domestic Mobile Carriers Reject Qualcomm's 5105 chips Shin Hye-son The Korea Herald 05/30/2001 koreaherald.co.kr Domestic handset manufacturers have been forced to cancel plans to produce IS-95C cell phones adopting Qualcomm's MSM5105 chips after the chips were rejected by mobile-phone operators, industry sources said yesterday. According to the sources, domestic mobile-phone operators including SK Telecom (SKT), the nation's largest wireless carrier, informed handset manufacturers in the middle of this month that they do not wish to be supplied with handsets adopting Qualcomm's 5105 chips. Mobile-phone operators said that 5105 chips had problems because they do not support the convolution code, which is essential for high-speed data communications. "We conducted tests on 5105 chips from last February and finally judged them unfit at the end of April after they failed to provide the speed of up to 144Kbps that we need," an SKT official said. Korea Telecom Freetel (KTF) and LG Telecom (LGT) also recognized this problem and made an internal decision not to accept handsets with the chips. So far there have been some cases in which mobile-phone operators found fault with chip functions and demanded minor adjustments in software, but this is the first time that they have rejected them outright. Consequently, manufacturers who have planned or have already completed product designs using MSM 5105 chips have been forced to start over. Reports have it that LG Electronics, Motorola and other middle and small-sized cell-phone manufacturers adopted the chips or have been planning to do so. But Samsung Electronics, the nation's largest handset manufacturer, discovered problems with the chips and switched its 5105 chip production lines for 5100 chips to go into mass production from this October. "We had no choice but to cancel the plan to adopt 5105 chips. For the time being we will rely on color cell phones adopting the existing MSM5000," said an LGE official. An official for a small handset manufacturer said that it will also drop plans to make products using 5105 chips. He predicted that his company would sustain losses from the subsequent delay in the development of handsets and incur additional costs for R&D. As a result, handsets for domestic distribution will go over directly from the existing MSM5000 chips to 5100 chips without going through 5105 chips. Meanwhile, Qualcomm said that the supply rejection is not because of defects in the 5105 chips themselves but because they lack the functions required under the unique circumstances of Korean telecom services. << - Eric -

To: mightylakers who wrote (11016)	5/29/2001 7:15:23 PM
From: Caxton Rhodes	Read Replies (2) \| Respond to of 196720

Qualcomm Investor Relations response to the 5105 article: This article is incorrect on several points. First, there are no known problems or defects in the MSM 5105 chip, which sampled in December, 2000 and is now in production. The 5105 supports data rates of up to 153 kbps on the forward link and this has been verified with several infrastructure manufacturers and carriers. All of our 1x MSM chips (5000, 5105, 5100) support convolutional coding, as will the MSM6xxx family of chips. Several handset manufacturers are completing handsets based on the MSM 5105. Any "delay" in phones being released, as the article states, is probably related to a change in marketing strategy by certain handset manufacturers to offer the latest, greatest chip (5100 supports 307 kbps, plus all the multimedia and position location features). Although, this isn't necessarily an issue since many manufacturers have parallel development efforts using both the 5105 and 5100 for low-end and high-end models, respectively. We believe the 5105 as a very practical, cost effective solution for 1x, but we also think there is a great advantage in the carriers being able to offer a segmented range of 1x phones. Hope this helps. Regards, Julie