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To: Eric L who wrote (2292)	6/18/2002 3:28:17 PM
From: gdichaz	Read Replies (2) \| Respond to of 9255

Eric L: Testing to see if still blocked out from posting. If there were the possibility of free exchange, what you have posted misses the point. Qualcomm is the first to ship samples of WCDMA/UMTS/GSM/GPRS chips as best info seems available. Do you know of a prior sampling from anyone? If so, who, when, where? Best. Chaz

To: Eric L who wrote (2292)	10/15/2002 3:22:17 PM
From: Eric L	Read Replies (1) \| Respond to of 9255

The Whole Bloody QUALCOMM MSM6200 & MSM 6300 Saga The headline of today's QUALCOMM Press Release reads: QUALCOMM Announces On-Time Sampling of MSM6300* Single-Chip 3G Solution for CDMA2000/GSM/GPRS* qualcomm.com Lets examine the "On-Time" nature of this important release from the beginning: * The MSM6xxx & Family Announced at GSM World Congress in Cannes » Qualcomm Press Release: February 20, 2001 (Cannes, France) QUALCOMM CDMA Technologies Announces New Family of Multimode and Multiband Integrated Circuits and System Software Solutions - MSM6xxx Family to Enable True Global Wireless Roaming Across cdma2000, 1xEV, WCDMA and GSM Networks - No specific sampling dates given for any product with capability described above: Samples of the initial products from the MSM6xxx family of integrated circuits and system software are expected to ship in the first quarter of calendar 2002 qualcomm.com * The MSM6200 & MSM6300 Formally 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 in 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 * Confirming the Sampling Dates in the 2001 Annual Report » Qualcomm 2001 Annual Report * MSM6200: H1 '02 Samples * MSM6300: H1 '02 Samples qualcomm.com * Revising the Sampling Dates in a NEW Press Release ... WHOOPS! 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 MSM6200 moves out one quarter ... Samples of the radioOne 6300 solution are expected to be available in the fourth quarter of calendar 2002. qualcomm.com MSM6300 moves out two quarters ... * More Press Releases Revising Slipped Sampling Dates » 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 so lets put it down as a typo in the February 4, 2002 Release] » 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 Confirms the slipped revised date ... 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 * 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 and their was so much potential user demand 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" The June 17 PR contains this bullet: First to announce a direct conversion radioOne solution for CDMA/UMTS/GSM/GPRS (February 2002) qualcomm.com Did someone forget that the first announcement of the capability was in February 2001 at Cannes and the specific products were announced in March 2001, or doesn't that count, or is this how hitory gets rewritten? * Confirmation of the MSM6200 Really Sampling "On-Time" The MSM6200 chip sampled in June 2002. The full MSM6200 solution, including radioOne ZIF RF technology, is currently available. cdmatech.com Congratulations to QUALCOMM. Thisis an important product and it really did ship "On-Time". Unfortunately the MSM6300 was late, but in response to my earlier question - Will the late MSM6300 be "On-Time"? - the answer is: Of Course. Qualcomm wouldn't lead one to believe anything else. Qualcomm is sometimes simply Incredible and as a shareholder I'm Incredulous. While I am fully aware of why leading edge new products can ship late I abhor being told they shipped on-time when they ship late according to previously published statements by a corporation. I accept the Safe Harbor "forward-looking statements" clause for what it is intended to mean, but it does not provide sanctuary or an excuse for calling something that is late, "on-time", IMO. We are, however, not talking here about products placed on roadmaps which are always susceptible to change and which we need to recognize. We are talking here about products that had anticipated sampling dates provided in Press Releases, Earnings Releases, and an Annual Report. * The MSM5100 Precedent We went through this last year with the 4 months late but none the less "on-time" MSM5100. » According to this February 28, 2000 Press Release from CTIA in New Orleans ... .... Sample shipments [of the MSM5100] to customers are expected to begin in Q4 of 2000, with production volumes expected to start by 2001. cdmatech.com » This Press Release dated April 16, 2001 celebrated the on-time sampling of the significantly late MSM5100: QUALCOMM CDMA Technologies Announces On-Time Sample Shipment of World's First 3G 1x Solution with Advanced Position Location Capabilities and Support for Data Rates of up to 307 Kbps - MSM5100 Integrated Circuit ... cdmatech.com As it relates to the use of the word "on-time" by QUALCOMM I am once again reminded of the ad PriceWaterhouseCooper ran through the Ryder Cup. It used a golf metaphor to address the issue of integrity in reporting and corporate governance. In the ad a golfer named 'Doug' was prone to making pocket drops from the tall weeds, adept at foot mashies, and had a poor memory when reporting his strokes to other members of his foursome. After seeing the ad, and having listened to Don give an otherwise fine performance at Banc of America Securities conference, it is difficult for me not to refer to Don Schrock as 'Doug' Schrock. I'm sorry Doug, I just don't buy this statement from the September 25 B of A presentation ... WCDMA/UMTS/GSM/GPRS multimode solution on accelerated schedule ... qualcomm.com ... and I don't buy the statements made there about sampling on-time with every chip for 5 years. I invite comments from anyone that is willing to advise me how these products that have apparently sampled late can justifiably be called "on-time" and/or why an excellent corporation like QUALCOMM would want to label them "on-time". IMO it simply isn't necessary. - Eric -