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

To: Dennis Roth who wrote (18670)	1/31/2002 5:23:26 PM
From: kech	Read Replies (1) \| Respond to of 197216

I didn't see this on the Q threads on SI, maybe I missed it. Anyway, here is a post from yahoo that has some interesting comments by Shrock at the Bank of America tech conference. conference by: qcomistheone (M/San Diego, CA) Long-Term Sentiment: Strong Buy 01/31/02 05:02 pm Msg: 421166 of 421172 I was at the Bank of America Technology Conference Tuesday and saw the QCOM presentation by Don Schrock. Some good notes from the conference courtesy of Adam Oliensis (SI): Subject: conference notes Seoul to be covered by ev-do by end of April. All of Korea by end of CY '02. Largest fabless chip manufacturer in the world, surpassing XLNX this past year. on time w/ delivery of every single new product over the past 5 years. blue tooth, USB, java, brew already on chips. 802.11b either now or coming up on qcom chips. 10k units sold by foma 3g. 100k units w/ is95b in japan...w/ same functionality. japan has rolled out qcom gps nationwide. pcs, leap, vz all have gps phones available. in '02. msm6000 family. supports 1x/gsm, wcdma/gsm, on a single chip uses wireless internet launchpad across all platforms. based on brand new radio architecture called RF1. leads to 50% reduction in components. it's the only way to do dual mode chipset. otherwise you're gluing IF and RF components together. no good. msm6000--entry level 6050 has pos. location, multimedia 6100, new dsp arch., new gps architecture, graphics hardware acceleration and camera interface. q3 2 dual mode chips (2). can use in every country int he world. all protocols. can do video conferencing then high speed chip. chip will function as chip that can be video camera. then 12" wafers (first wireless chips to use this). made by TSM. ALL ON ONE CHIP. GSM, WCDMA, bluetooth, position location, arm m/processor and dsp all on one chip. That's how you get 50% reduction in external components. messages.yahoo.com

To: Dennis Roth who wrote (18670)	2/1/2002 8:49:47 AM
From: Dennis Roth	Read Replies (1) \| Respond to of 197216

Hutchison to launch 3G services in UK in Q4; soft launch in summer afxpress.com HONG KONG (AFX-ASIA) - Hutchison Whampoa Ltd said it is working towards launching its third generation mobile services in the UK by the fourth quarter, with plans for a soft launch in the summer, South China Morning Post reported, quoting group managing director Canning Fok. The 3G service will then be launched in Italy and Hong Kong, also later this year. Fok said Hutchison will unveil a brand for its global 3G service this year. Handsets, infrastructure, system integration and content applications are under trial. "Our 3G business is at the executive phase," he said. The Italian 3G operations will be launched one month after the launch in the UK. Fok said financing for Hutchison's 3G operations will be completed in the first half of the year. "We have made the right move to cash in 2G and re-invest in 3G. We have stuck to this strategy," he said. "Sentiment (towards 3G) may fluctuate but we can't shift our strategy whenever market sentiment changes. This is a long-term business in which we have looked beyond 10 years." Hutchison has about 4,000 staff working on its 3G business, with more than half in the UK, and 1,000 in Italy. Hutchison should be able to generate revenue from 3G but Fok cautioned about being too optimistic. "Realistically, all start-up businesses have to go through a process, but time will tell, and let's look at how we play it using our skills," he said. "We don't want to give our shareholders false expectations .... so we have tended to be conservative in giving out forward-looking statements -- we want to give pleasant surprises, not disappointment to shareholders," Fok said. ra/zr