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: Caxton Rhodes who wrote (26933)	9/20/2002 10:46:40 AM
From: slacker711	Read Replies (2) \| Respond to of 196347

It sounds like Q made a presentation with GS yesterday.....do you have access to the original presentation? If not, GS still gave some great details. Stuff I had never heard before.... * Chipset upside in the quarter was driven by cdmaOne-based chipsets due to the ramp in China, which is pulling the MSM3100. The company noted that the MSM3100 has a good gross margin structure given its cost reduction; it maintains higher gross margin that the MSM5100 given the MSM5100’s larger die size, which has yet to be cost reduced. While cdmaOne chipset shipments were stronger than expected in the September quarter, the company continues to expect cdmaOne shipments will likely diminish to a very low level by the March quarter as China will soon be converting over to 1x. snip..... * 1xEV-DO uptake has been a little slower than expected due to some initial product issues, however, Qualcomm has been working with SK Telecom and Samsung to get these issues resolved and believes these are behind them at this point. The MSM5500 chipset, which supports 1xEV-DO, is said to have ASP in the $30s, while the company’s 1x voice-only MSM5010 is said to be less than $20 snip..... * In regards to Qualcomm’s manufacturing partnerships, Qualcomm noted that IBM will be responsible for the largest percentage of production this year, though it continues to source a lot of production from TSMC; TSMC was Qualcomm’s first foundry partner qualified for 300mm production (the MSM6050, which is being designed in by at least 15 handset vendors, is being done at 0.18-micron) and 0.13-micron process (the MSM6100 will be Qualcomm’s first chipset to be manufactured on a 0.13-micron process). Additionally, Qualcomm maintains manufacturing relationships with Texas Instruments and Motorola. snip..... * There are approximately 2 million BREW subscribers currently with approximately 1.6 million on KT Freetel. This is expected to increase significantly with upcoming Verizon launch as well as continued progress with other operators: China Unicom recently signed a definitive agreement, Telesp has signed an RFP, and Alltel is reportedly trialing in a few cities currently and is expected to launch before Christmas.