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: Art Bechhoefer who wrote (130263)	7/21/2003 8:35:22 PM
From: Mr. Sunshine	Read Replies (1) \| Respond to of 152472

Just when you thought EDGE was dead: Skyworks Unveils Complete Radio Subsystem for EDGE Mobile Platforms Monday July 21, 12:38 pm ET Patent-pending Polar Modulation Technology Reduces Complexity, Size, Cost and Power Requirements for Next-Generation Handsets biz.yahoo.com WOBURN, Mass.--(BUSINESS WIRE)--July 21, 2003-- Skyworks Solutions, Inc. (Nasdaq:SWKS - News), the industry's leading wireless semiconductor company focused on radio frequency (RF) and complete cellular system solutions for mobile communications applications, today introduced a complete RF subsystem for E-GPRS (GSM/GPRS/EDGE) mobile handsets. Skyworks' RF chipset solution includes the company's leadership single-chip direct conversion transceiver, power amplifier (PA) module and a PA controller/modulator. Source: Skyworks Solutions, Inc. · View multimedia news release Skyworks' new subsystem utilizes the company's patent-pending Polar Loop(TM) transmit modulation technology which eliminates expensive components such as SAW filters, in order to save handset designers significant space, cost and design-cycle time with improved performance. This approach has the potential for improving PA efficiency in EDGE mode by up to 10 percent when compared to conventional architectures, resulting in improved talk times. EDGE, or Enhanced Data Rates for GSM Evolution, is a wireless communications technology that allows consumers to use cellular handsets, PC cards, PDAs and other wireless devices to connect to the Internet at data rates up to four times faster than existing GSM and GPRS wireless devices. "Skyworks continues to extend its leadership in RF subsystems and PAs, with a three-chip solution that enables customers to quickly enter the rapidly emerging market for EDGE-based wireless data services," said Mohy Abdelgany, vice president of RF Systems for Skyworks. "Our innovative Polar Loop modulation technique provides significant improvements in BOM reductions and power efficiency and will give designers a powerful solution for developing next-generation E-GPRS handsets." Technical Details Skyworks' complete radio subsystem includes all the necessary RF components for building state-of-the-art quad-band (850/900/1800/1900) handsets. At the heart of the solution is the company's advanced Polar Loop transmit modulation architecture. This unique approach enables the radio to transmit both constant as well as non-constant envelope signals through the same transmit path to minimize the number of external components required to build a mobile handset. In addition, the architecture significantly reduces the complexity, size, cost and power requirements of next-generation EDGE platforms. Skyworks' Polar Loop technology leverages saturation-mode PA technology, the industry's dominant approach for GSM terminals, to maximize power added efficiency (PAE) in EDGE modulation (8-Phase Shift Keying). This is done in an extremely robust closed-loop system. The three-chip solution enables the system to perform well under extreme Voltage Standard Wave Ratio (VSWR) conditions up to a 6:1 ratio, while not requiring the use of an external isolator. This further reduces the cost and size of the system. The highly integrated subsystem includes: SKY74045 Direct Conversion Transceiver The SKY74045 is based on Skyworks' full type-approved (FTA) single-chip direct conversion transceiver technology, which is included in more than 50 mobile platforms. The RF transceiver consists of a direct conversion receiver, a transmitter with integrated voltage controller oscillators (VCO) that utilizes Skyworks' Polar Loop modulation technology, and a fully integrated Fractional-N synthesizer. Skyworks' advanced direct conversion architecture technology eliminates the need for special baseband processing requirements to provide customers with the flexibility to combine the subsystem with virtually any E-GPRS baseband solution currently available on the market. The quad-band SKY74045 RF transceiver, when combined with the SKY74046 PA controller/modulator, seamlessly forms a closed loop transmit system around the SKY77316 PA. The SKY74045 is fabricated using BiCMOS technology and is available in a 56-pin 8mm x 8mm land grid array (LGA) package. SKY74046 PA Controller/Modulator The PA controller is a highly integrated device used for power control and when combined with the SKY74045 transceiver enables transmit of both constant as well as non-constant envelope signals. The device requires a minimal number of external components to complete an automatic output control loop. The SKY74046 is fabricated using BiCMOS technology and is available in a 24-pin 4mm x 4mm land grid array (LGA) package. SKY77316 PA Module PA functionality is provided by a proven Skyworks module that incorporates a GSM850/900 PA block, a DCS1800/PCS1900 PA block, impedance-matching circuitry for 50 ohm input and output and a PA bias control block. The two separate HBT PA blocks are fabricated on a single gallium arsenide (GaAs) die to provide maximum performance in a small footprint. The SKY77316 is available in a 16-pin 8mm x 10mm multi-chip module (MCM). Pricing and Availability Skyworks' complete EDGE RF subsystem solution is sampling now with volume production scheduled to take place in the fourth calendar quarter of 2003. The module is priced at $8.50 in quantities of 10,000. About Skyworks Skyworks Solutions, Inc. is the industry's leading wireless semiconductor company focused on RF and complete cellular system solutions for mobile communications applications. The company is focused on providing front-end modules, RF subsystems and cellular systems to handset, WLAN and infrastructure customers. Skyworks is headquartered in Woburn, Mass., with executive offices in Irvine, Calif. The company has design, engineering, manufacturing, marketing, sales and service facilities throughout North America, Europe, Japan and Asia Pacific. For more information please visit www.skyworksinc.com. Safe Harbor Statement

To: Art Bechhoefer who wrote (130263)	7/22/2003 5:41:07 AM
From: Elroy	Read Replies (1) \| Respond to of 152472

Lexmark dropped because the company predicted lower earnings in the next quarter. Well you got that one correct. Lexmark derives virtually its entire income from what has become a commodity business. And that one wrong. There are plenty of developments going on in printers including color, all in one fax/scanner/printers, and a very limited number of companies (HPQ, LXK, Epson, Canon, Brother) that can make both inkjet and laser printers. There are less companies worldwide that can make a full range of printers than there are in handsets (NOK, MOT, Samsung, LG, NEC, Sony-Ericson, etc. etc.). While it makes money on replacement ink cartridges designed for its own printers, it doesn't really have any price or performance advantages over its competitors. The performance point is arguable, but the industry is non-competitive enough that all the printer makers are highly profitable. You don't want to be in a hardware industry where your only edge is price, because price doesn't last. If LXK's advantages are so weak, how do you explain their 12% operating margin? Furthermore, one of the major changes in its business has come from the Compaq HP merger, since before the merger, Lexmark was a major customer for Compaq. Compaq was 2%-3% of LXK's business, and since the merger LXK has won Dell as an OEM. Anyway, wrong thread for this stuff, but lets not hear so much printer industry bashing! Elroy