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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Jim Mullens who wrote (129987)	6/30/2003 11:56:47 PM
From: slacker711	Read Replies (2) \| Respond to of 152472

You may be correct, but I don’t recall hearing/seeing a specific WCDMA estimate from Qualcomm. I cant seem to find a source....but I am fairly sure that the 10 million W-CDMA unit number was put out some time during November (either during the CC or the London analyst meeting). It might not have been a formal part of the presentation but rather during a Q&A. I think it matches up with IJ's projection of a mass-market (=10 million) for W-CDMA in late '04. Would you (anyone) care to venture an “educated” guess of Qualcomm’s chipset market share going forward for each CDMA2000 and WCDMA? I think this is where I would probably differ most from your numbers. I dont think I have seen any compensation for marketshare gains by Nokia in CDMA in '04. I feel fairly comfortable saying that Nokia will not go below it's share that it held in the first quarter '03. It's just tough to say exactly how much share they can achieve.....15% certainly seems possible, beyond that and I think it will really start to hurt Q's numbers. With regards to W-CDMA, I dont even know if I could guess within 10%. I think a 20-25% marketshare in W-CDMA should be considered pretty successful....but Q is aiming as high as 50%. We need more feedback from users of MSM6200 based handsets....as well as from users of the Nokia 6650. Hopefully, we will have this info by the end of the year. Slacker