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To: Eric L who wrote (2291)	6/18/2002 10:54:01 AM
From: Eric L	Read Replies (2) \| Respond to of 9255

re: MSM 6200/6300 Omissions (mine) & a Revision ... from my previous post: Message 17616960 The omissions: * First Notice of Revised Sampling Dates: Qualcomm Press Releases: February 4, 2002 Samples of the radioOne 6200 solution are expected to be available in the third quarter of calendar 2002. qualcomm.com Samples of the radioOne 6300 solution are expected to be available in the fourth quarter of calendar 2002. qualcomm.com SI poster q1000 commented on this: 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 ... 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. Message 17578261 So here is the revised chronology: Qualcomm MSM6200/MSM6300 * The MSM6200 & MSM6300 Announced with H1 02 Sampling Dates Qualcomm Press Release: March 18, 2002 "Sample shipments of QCT’s MSM6200 and MSM6300 solutions are expected in the first half of calendar 2002." qualcomm.com * Confirming the Sampling Dates Qualcomm FYQ2 2001 Earnings Release Qualcomm discussed the MSM6xxx family on the FQ2 2001 Earnings CC and the FYQ2 2001 Earnings Release has a table that shows: MSM6200 WCDMA Sampling 1H CY02 GPRS GSM MSM6300 CDMA2000 1x Sampling 1H CY02 cdmaOne GPRS GSM qualcomm.com Qualcomm 2001 Annual Report * MSM6200: H1 '02 Samples * MSM6300: H1 '02 Samples qualcomm.com * Revising the Sampling Dates Slippage ... Totally understandable. Qualcomm Press Releases: February 4, 2002 Samples of the radioOne 6200 solution are expected to be available in the third quarter of calendar 2002. qualcomm.com Samples of the radioOne 6300 solution are expected to be available in the fourth quarter of calendar 2002. qualcomm.com Qualcomm Press Release: February 19, 2002 Sample shipments of QCT’s 6200 solution are expected in the third quarter of calendar 2002 cdmatech.com Qualcomm Press Release: March 18, 2002 Samples of the MSM6200 and MSM6300 solutions are expected to be available during the third quarter of calendar 2002. qualcomm.com [This corrects February 4, 2002 PR which stated Q4 2002 for MSM6300 sampling] Qualcomm Press Release: June 6, 2002 The MSM6200 chipset solution, on schedule for sample shipping in September 2002, supports WCDMA at 2100 MHz, Extended GSM (EGSM) at 900 MHz and Digital Cellular System (DCS) at 1800 MHz qualcomm.com * But Wait ... Now We Are Not Just 'On-Time' ... We Are 'Early' Spring 2002 Investment Community Meeting: May 22, 2002 A few short weeks before the previously cited Press Release Qualcomm EVP and QCT President, Don Schrock, proudly announced that since everything was going so well with MSM6200 that Qualcomm was accelerating sampling from September to June. That statement was backed by this slide: "MSM6200 Sampling Accelerated to June 2002 to Meet Market Demand" qualcomm.com Qualcomm Press Release: June 17, 2002 MSM6200 Solution Samples This Month ... QUALCOMM Incorporated ... today announced an accelerated sampling schedule for customers of its highly integrated MSM6200™ Mobile Station Modem (MSM™) solution. The MSM6200 solution begins sampling to customers this month, three months earlier than previously scheduled, following recent successful live voice and data calls in public demonstrations using MSM6200-based test terminals ... I guess the key word here are "previously scheduled" as opposed to "originally scheduled" First to announce a direct conversion radioOne (solution for CDMA/UMTS/GSM/GPRS (February 2002) qualcomm.com Did someone forget that the first announcement was in March 2001 or doesn't that count? All's well that ends well. Will the late MSM6300 be "On-Time"? - Eric -