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 Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: qveauriche who wrote (125139)	11/7/2002 5:13:51 PM
From: slacker711	Read Replies (2) \| Respond to of 152472

What about Reliance's ramp? I believe that the ASIC's will be shipped this quarter. Hard to believe that they can hit 26 million chipsets without a large scale ramp in India (even then, I have trouble understanding the number). What about PCS and Verizon ramps? Most of this has already happened....and it will definitely be done by the end of this quarter. Besides most of this "ramp" is really just substituting 1x chipsets for IS-95A chipsets. Qualcomm needs 1x to drive incremental subscriber growth and marketshare gains for it to be really meaningful to the bottom line. So far, 1x hasnt managed to really grab a hold of the consumer's attention (in the US). Slacker