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To: FactsOnly who wrote (21204)	7/15/2002 9:58:12 PM
From: Eric L	Respond to of 34857

Goodluck, << Does that mean you are now more understanding and forgiving of QUALCOMM when they change on time sampling target dates? :-) >> ABSOLUTELY ... provided they don't call late sampling "on-time" ... again ... which they will ... again. For whatever reason, it seems to be an ingrained characteristic of the company, and it is not a characteristic I am very fond of. << And you will be more understanding if Sprint 3G launch has a bumpy and little delayed start? >> I have a feeling that Oliver Valente will bring PCS 1xRTT up pretty cleanly. I suspect he has been through a lot of network software revs and patches by now. He did a great job bring up the original PCS IS-95 network in 1996. It came up a lot better than the BAM launch in Trenton, NJ, 6 months earlier that CDG would attempt to lead us to believe until this very day was a "commercial launch", which seems to be an ingrained characteristic of the organization. - Eric -

To: FactsOnly who wrote (21204)	7/16/2002 5:02:33 PM
From: Eric L	Read Replies (2) \| Respond to of 34857

re: Early or On-time - but NEVER, EVER, Late Goodluck, << Does that mean you are now more understanding and forgiving of QUALCOMM when they change on time sampling target dates? :-) >> When I responded to your post last evening I was hoping that perhaps Qualcomm had managed to get some MSM6200 samples out the door in June and was simply holding off a press release to that effect until the earnings release and CC - even though that was unlikely since QCT writes press releases when Schrock goes to the bathroom for evident lack of a real marketing budget. :-) I unfortunately (or maybe fortunately missed Lehman Brothers CC with Don on June 24, but I just read their recap titled "Highlights Of Call With Chipset Chief". It starts out: Yesterday, we hosted a conference call with head of QCOM's core CDMA chipset unit, Don Shrock. While no major new initiatives unveiled management reiterated timelines for new products & outlined solid near-term business trends despite more challenging macro backdrop for wireless. Then as regards the early, on-time, never late, MSM6200 & MSM6300 they state: New 6200 series GSM/WCDMA & 6300 1X/GSM chips on track for sampling in Sept/Dec Quarters. The substitution of the MSM5105 into the Qualcomm lineup and slippage of the MSM5100 (4 months) was mildly confusing particularly in light of Schrock's repeated insistence that all Qualcomm chipsets have sampled on time for 5 consecutive years but the confusion surrounding the MSM6200 & MSM6300 sampling dates is absolutely bizarre and truly Orwellian. Speaking of the MSM5000, MSM5100, MSM5105, MSM5500 the Lehman Report had these comments: 1x Timelines, Inventories Remain On Track: Though End Demand in NA in 2H02 Remains Key On the call, Mr. Schrock noted that timelines around 1x shipments and inventories continue to remain on track with 1x chips seeing good momentum in Korea and Japan and U.S. channels preparing for 1x roll-out. Solid momentum in these regions seems to be balancing slower demand in Latin America and China. In the near-term, QCOM’s MSM5000 1x chipset (low-end) is likely to continue to represent the bulk of shipments however the next-generation MSM5100 1x chipset with position location could begin to represent the majority of shipments by as early as the September quarter. Korea, which predominantly has represented the bulk of 5000 chipsets is anticipated to begin migrating to the 5100 1x position location chip as well as the 5500 1xEV DO chip incrementally over time. Recently both SKT and KTF launched 1xEV DO services in Korea ahead of the World Cup. Elsewhere, we note that the 5100 1x chip is also the dominant chip being shipped to KDDI in Japan based on its position based location functionality. Over time as U.S. carriers work to fulfill the E911 requirement, 5100 chip shipments are also anticipated to gain traction in the U.S. market where the 5105 (basic 1x chip) is likely to represent the bulk of initial shipments near-term. Best, - Eric -