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: Eric L who wrote (23584)	6/9/2002 11:53:40 AM
From: q1000	Read Replies (2) \| Respond to of 196568

Press release on 6200 sampling was a mistake. One June 5, Dr. Jacobs at the Sanford Bernsteain conference made a cryptic comment that the sampled of the 6200 had been sped up and we are beginning to sample it. Qualcomm needs to have more executives reviewing these releases. This is not the first time Qualcomm releases on this topic have been in error. I caught Don Schrock after the shareholders meeting in February and asked him about the timing of the 6200/6300. Here are my notes from that private conversation with him: Multimode Chipsets – MSM6200 and MSM6300 These are important chipsets, allowing users to cross over between 1x and GSM/GPRS systems and WCDMA and GSM/GPRS systems. The February 4th press release seemed to suggest a delay in these chipsets from the targets for sampling set forth in the recent annual report. Slide 47 presented at the shareholders meeting seemed to show both chips sampling in 4Q02. Don Schrock said that there has been no change – that the plan had always been to sample both chipsets in 3Q02. The annual report had an error and they did not catch the error in the press release until it had been released. They decided not to put out a correction [apparently because the release was primarily about the RadioOne features of 6xxx family]. Apparently, Slide 47 was more of an artist’s conception, with the 6200 and 6300 seemingly over 4Q02; there was room there since all the detail on the MSM6100 took up the space above the 3Q02 label. This seems very sloppy since the MSM6300 is squarely over 4Q02; the MSM6200 is only shifted a bit to the left. Schrock said that the RadioOne elimination of components was very important in allowing the multi-mode chips to have increased functionality. If you do not do something similar to this to eliminate components, you will merely be patching two different chips into one chipset and will not enjoy the efficiency, power savings, etc. that the Qualcomm chips will have.