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

To: q1000 who wrote (25034)	7/28/2002 5:02:41 PM
From: q1000	Read Replies (2) \| Respond to of 196467

Qualcomm Conference Call, Part IV - Don Schrock Don Schrock In the June quarter, Qualcomm Technologies set a new record by shipping well over 16 million MSM chips compared to 14 million in the year ago period and 14 million last quarter. To the end of June, we have shipped a cumulative total of 31 million 3G 1x chipsets. Our RF analog chipsets were also at record levels. On the network side, we shipped 1x and 1xEV-DO infrastructure chips to support a record-setting 4 million equivalent voice channels during the June quarter. That is a significant increase from the approximately 3 million equivalent channels in the year ago period and 2.5 million channels shipped last quarter. Truly the growth for both MSMs and CSMs is coming from 1x rollouts worldwide. I am pleased to say that orders are very strong for the September quarter. We expect to ship between 18 and 19 million chips for our September quarter as we gain CDMA chipset market share and 1x rollouts continue. We are more than 95% booked to exceed this new record. 1x chipset shipments are expected to increase from 11 million units in the June quarter to be over 15 million in the September quarter. June Quarter Developments • In addition to record-setting shipments of MSM units and CSM equivalent channels, we are seeing a strong transition to gpsOne position located-enabled devices. Our 1x MSM5100, with integrated position location, Bluetooth and multimedia, became our highest volume device in the June quarter. • Many handsets models using our MSM5100 have been rolled out to drive Japan’s KDDI 1x launch and its gpsOne and multimedia services. • The MSM5100 is a key device supporting the North America carriers 1x rollout with gpsOne to meet the FCC e911 mandate. • In Korea, carriers’ handset models are migrating from our MSM5000 to the MSM5100 for position location, multimedia and high data rate services. • The world demand picture definitely favors gpsOne-capable devices, such as our MSM5100, our MSM5500, our 1xEV-DO device and our new MSM6050 chipset, our first RadioOne or ZeroIF chipset which started sampling in March 2002. • We have signed more than 14 MSM 6050 development agreements already. • Our SnapTrack subsidiary continues to win position location server software business in Japan, USA and Korea, with SK Telecom in Korea launching its position location service in June using the SnapTrack software. • While Sprint and Verizon continue their e911 rollouts, other USA carriers, such as Alltel and Quest, are expected to buy e911 services in 2002 using SnapTrack software. • We signed an agreement with TCS to set up a service bureau to provide e911 solutions to the smaller CDMA carriers. • CDMA carriers continue to be on track to comply with the FCC e911 mandate, using the Qualcomm and SnapTrack e911 solutions. • We remain on track with our aggressive MSM6xxx new product development roadmap to provide global wireless solutions. In June, we started sampling our MSM6200 WCDMA/GSM multimode chipset and software, a full quarter ahead of schedule. Due to successful interop testing with providers in Europe and Japan and successful completion of WCDMA and GSM voice calls using our new WCDMA and GSM ZeroIF chips, we completely integrated GSM transceivers. We have the smallest, most integrated GSM/WCDMA chipset solution in the industry. • During the September quarter, we are also on target to sample our leading-edge MSM 6100 chipset, with industry leading multimedia features, such as an ARM microprocessor, a JAVA hardware accelerator, 2D and 3D hardware graphics accelerator, on-chip MPEG4 decoder and encoder, on-chip camera interface and the new SMV vocoder for even further network capacity improvements for 1x carriers. • We will also start early customer sampling and engagement of our MSM6300, the industry’s first 1x/GSM dual-mode chipset and software solutions that can truly enable a phone that can operate anywhere in the world. In summary, the QCT team is very pleased with our June quarter results and we are working hard to continue to lead the industry in wireless technology solutions and to achieve new record shipments in the September quarter.

To: q1000 who wrote (25034)	8/7/2002 5:55:54 PM
From: waitwatchwander	Read Replies (1) \| Respond to of 196467

Technicolor to Lease Office Space in Burbank latimes.com LA Times Staff Writer Technicolor has agreed to lease 54,000 square feet in Burbank to expand its digital cinema business. Camarillo-based Technicolor, the largest processor of motion picture films, signed a 10-year deal valued at $15.7 million with landlord M. David Paul & Associates for additional space at Media Studios North. Technicolor will install a satellite dish on the roof of the Burbank office building, said Jeff Worthe of M. David Paul & Associates. He said he expects Technicolor to take over the space in November. Rob Erickson and Brad Feld, both of Cushman & Wakefield, represented the tenant and landlord respectively in lease negotiations. Technicolor already occupies 33,000 square feet in the building at 2233 Ontario St., which it will retain, Worthe said.