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

To: slacker711 who wrote (32274)	2/12/2003 5:15:40 PM
From: John Biddle	Read Replies (1) \| Respond to of 196564

Intel to call on smart-phone chip By Matthew Broersma , Special to ZDNet News February 12, 2003, 6:28 AM PT zdnet.com.com Intel is expected to formally introduce its chip for smart phones this week, ahead of next week's 3GSM Congress wireless trade show. The chip, code-named Manitoba, will offer enough processing power for more sophisticated applications, while its integrated design will allow longer battery life, according to Intel. Manitoba, also known as the "wireless Internet on a chip," integrates flash memory, a digital signal processor and an XScale processor core onto a single chip. It will be targeted at mobile phone makers developing products for high-speed wireless networks, such as GPRS (General Pack Radio Service) networks. Manitoba will help in the development of phones that let people wirelessly access the Web and play audio files, as well as make basic phone calls. At 3GSM, Intel will focus on Manitoba along with Centrino, a set of technologies that will include the processor code-named Banias, a chipset and a Wi-Fi module. Intel said that both products are examples of the company's increasing efforts to integrate new technologies into motherboards and directly into chip packaging. "That's where Intel's core competence is. (Integration) is happening with wireless LAN, and with other technologies like Bluetooth and GPRS," an Intel representative said. The representative said that integrating the digital signal processor (DSP), flash memory and Xscale will allow for handsets with a sleeker design and more sophisticated applications. Centrino, Banias and Manitoba are all part of Intel's effort to create products outside the PC realm, such as ones for the lucrative market of mobile phones and wireless networking. The Manitoba chip is designed to put pressure on chipmakers such as Texas Instruments and Motorola, which already offer integrated wireless processors. Other chipmakers also integrate DSP and application processors onto a single chip, although the inclusion of memory is more unusual.

To: slacker711 who wrote (32274)	2/12/2003 5:27:13 PM
From: q1000	Read Replies (2) \| Respond to of 196564

The slide on China for the last EPS call said that there were 7.48 million subscribers December 31, 2002, and that the figure was achieved “Before CDMA2000 1X, Before many color screens, Before BREW, Before gpsOne.” I stuck this in my notes of the call regarding Long's question (do Find search for 7.48): Message 18484279 I note that the Qualcomm speakers seem to be reluctant to grab that figure, preferring to say over 7 million.

To: slacker711 who wrote (32274)	2/12/2003 5:27:51 PM
From: Jim Mullens	Respond to of 196564

Slacker-Re" Has anyone seen the total number of CDMA users in China at the end of December? Qualcomm keeps listing it as 7m+ but I was wondering if there was a solid number reported." The Chinanex chart is updated thru Dec 25, with 4.9M at Unicom (HK) which is about 70% of the total. Looks like a good number for December. chinanex.com

To: slacker711 who wrote (32274)	2/12/2003 6:01:59 PM
From: kech	Respond to of 196564

Thanks Slacker- It was great to hear the original. My take was that he was saying there was a dramatic falloff in sales because the subsidies were removed but then he said that it wasn't a cause of concern because there wasn't much inventory. Seems like a different take than some of the analysts reports.

To: slacker711 who wrote (32274)	2/28/2003 9:19:06 AM
From: slacker711	Respond to of 196564

The inventory in China is based with the local manufacturers and not the foreign ones....though when he stated that he didnt say weather he meant GSM or CDMA handsets. The above is from my notes on the Motorola presentation at the BofA tech conference. It was the initial source for confirmation of the inventory situation in China. Here are some comments about Motorola's most recent presentation at the ML conference this week. I assume these comments were made during the breakout session. These notes are from ML (today).... We received a few negative data points from various companies presented at our conference (some contradicting each other): UTStarcom (UTSI, C-1-9, $18.00) expressed a view that there are a few months worth of both GSM and CDMA handset in inventories in China. Motorola (MOT, C-2-7, $8.28) also highlighted the risk for 3-4 weeks worth of inventories in the region but said that these are primarily GSM phones. Qualcomm did not comment on inventory, but did acknowledge weakness in China related to a decline in subsidies. We believe that the decline in the take rate in China is temporary and will be renewed later in the year. All of those endless articles was based on a misconception. Dont get me wrong, CDMA sales have slowed in China, but it is not nearly as big a deal if it is not leading to an inventory situation. Slacker