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Technology Stocks : Samsung and Wireless -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (121)	4/14/2003 8:54:35 PM
From: waitwatchwander	Read Replies (2) \| Respond to of 374

Well, I guess I missed that older release. With my comments, I was referring to the slew of recent press on this matter which as far as I can see all leads back to the "original" chip report of a couple of weeks ago. Nothing else has come out and I await to see the goods. WRT, your Sept 2002 posting, there is nothing new there. Like all previous Korean chip PR, it's directed at driving down Korean royalties rates. Given failure to deliver on such journalistic promises in the past, what make you more confident this time around? Your "official" is a customer with a yet to be built system and was referring to w-cdma not 2000 1x. Your "DBDM" comment is nothing more then speculation in support of your cause. >>>>> They are considerably more advanced than the peanut factory in San Diego, both R&D wise, and marketing wise. Always remember that they are the single company most responsible for commercializing IS-95A, IB-95B, and IS-95C. If you really believe the above why do you own Qualcomm? Your words and actions don't jive. And, BTW, didn't Qualcomm engineers help them with the commercialization efforts? I don't like to speculate about things. You do! I like to see the goods and as yet both Samsung and Nokia have failed to deliver anything competitive with Qualcomm's line of chips. You (and journalists) can speculate all you want but such activity does nothing to create a different reality. That takes delivery of as good or better mouse traps. I'm content to wait. If the other emperors have clothes, I might even adapt. Who knows? Apparently, it's not you. Your seem to be more of a "buy the rumour, sell the news" kind of guy. In all conscience, Trevor

To: Eric L who wrote (121)	4/18/2003 1:35:48 PM
From: slacker711	Read Replies (1) \| Respond to of 374

The mythology of the Qualcomm threads dictates that Samsung will only use their own chips on the low end. The 3rd most profitable IT company in the world can sneeze at Qualcomm in that regard and so can the 4th largest. Stabalize the initial; chip and work up the ladder. I think you oversimplifying the move from the low-end of the CDMA handset arena to the high-end. There is a reason for Qualcomm's tiered chipset strategy.....it provides far greater efficiencies than a one-size fits all approach. We dont know the spec's for either the Nokia or the Samsung chipset, so it is tough to look at exactly what problems they might encounter. The one problem that has been repeatedly mentioned....a low-end chipset that isnt a zero IF solution is going to lose a substantial part of its price gap with Qualcomm's chipsets. However, there are other problems. A low-end CDMA chipset is unlikely to have the substantial number of integrated features that Qualcomm's mid to high-end chipsets do. cdmatech.com The MSM6100 chipset and system software incorporate the advanced feature set of QUALCOMM’s Launchpad™ suite of technologies, enabling digital camera phones with support for JPEG compression and a dedicated camera module interface. The Launchpad suite also provides streaming MPEG-4 video decoding at 15 frames per second and enables the creation of video-clip e-mail messages using the integrated MPEG-4 encoder and camera module interface. In addition, the Launchpad suite offers MP3 audio decoding, a 2D/3D graphics accelerator for advanced gaming applications, Compact Media Extensions (CMX™) PC-quality MIDI synthesizer, Bluetooth™ capability to enable wireless connectivity between digital devices, MMC removable storage capability for convenient storing of data such as MP3 music or digital maps, and an enhanced LCD interface. Also offered as part of the extensive Launchpad suite of applications is QUALCOMM’s gpsOne™ position-location technology and the VectorOne™ compass interface. The gpsOne solution, featuring SnapTrack® technology, offers robust data availability under the most challenging conditions, whether in concrete-and-steel high-rises, convention centers, shopping malls or urban canyons. Using a hybrid approach that utilizes signals from both the GPS satellite constellation and from CDMA cell sites, the gpsOne solution enhances location services availability, accelerates the location determination process and provides better accuracy for callers, whether during emergency situations or while using GPS-enabled commercial applications. You can offer every single one of those features using additional chipsets around an initial low-end chipset....but at substantial penalty in size, battery life and cost. Outside of the above features is going to be the need (perhaps?) to provide 1xEV-DO in their upcoming chipsets. This will require another round of qualifyication with vendors and operators. In the end, I think Samsung and Nokia will need to tier their chipset offerings in a similair way as Qualcomm. This is definitely possible for both companies....but this is going to take time AND money. Slacker