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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 (27285)	9/30/2002 12:34:13 AM
From: Peter Ecclesine	Read Replies (1) \| Respond to of 197209

Hi, >>We may quote 6-8 weeks but we’re shipping out of dyebanks[?]. << Die banks - diced and unpackaged wafers petere

To: q1000 who wrote (27285)	9/30/2002 7:40:49 AM
From: jackmore	Read Replies (1) \| Respond to of 197209

Schrock at B of A conf: "We’re working with Vodafone very closely." And this posted by Yukonwu on RB: Vodafone to offer ‘own brand’ cell phones Sept. 27, 2002 11:22 AM EST OXFORD, United Kingdom—In an effort to break the stranglehold of the likes of Nokia, Siemens and Sony Ericsson, Vodafone is preparing to launch a huge marketing campaign that will prominently feature handsets labelled with the company’s brand name, and not those of handset manufacturers. The company, along with other European cell-phone operators, is thought to have become increasingly frustrated by the arrogant attitude demonstrated by traditional cell-phone manufacturers, and is said to have turned to Far Eastern developers, possibly including Panasonic and Sharp, for a new range of color terminals. Vodafone has also insisted that, along with only its brand appearing on the device, it would have control of the user interface—something that its established suppliers have been reluctant to offer. The launch of this initiative, which will form part of the Vodafone Live campaign, is part of the company’s strategy to persuade users to buy Vodafone-branded handsets and other services to be offered on only Vodafone handsets. If Vodafone is successful in this move, financial analysts claim that it could seriously damage the well-proven business models of the better-known handset makers and provide the impetus for other mobile operators to overthrow the constraints imposed upon them by their established suppliers. ragingbull.lycos.com ======== 2+2=?

To: q1000 who wrote (27285)	10/6/2002 8:00:16 PM
From: Ramsey Su	Respond to of 197209

INVENTORY BUILT UP??? At least it does not appear so in China. I don't think lazy lakers posted this article. tech.china.com 9/30/02 Since CDMA subs are accelerating, CDMA handset supply is trailing demand prompting Unicom to again invest in 2 million CDMA handsets in the immediate future, even though they have not released with manufacturer and which model they would be ordering. From the just finished Unicom CDMA1X development meeting, Unicom's marketing director released as of Sept, Unicom is now averaging 30k subs a day. The current inventory is less than 500k, not even a half months supply. According to their estimates, Unicom would be short around 2 million handsets by yearend. At the moment, there are 10 new CDMA handsets models being tested by Unicom to be mass produced by Oct/Nov and hit the market by yearend. At the same time, various manufacturers expressed to Unicom that they are increasing capacity, in hope of receiving an order.