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

To: Cooters who wrote (41132)	6/13/2004 10:56:50 AM
From: Cooters	Respond to of 196462

Here's some sketchy notes on what Sprint plans to offer later this year, sort of a Vision 2.0, and then I would expect a network upgrade to be in place by EOY2005 and possibly Vision 3.0. sprintpcsinfo.com Vision 2.0 & The Handsets That Drive It Sprint's legal death squad has been working overtime to try to put the bottle back on this, we already knew a lot of info, but other web sites have begun hosting a detailed specification sheet of four of Sprint's upcoming phones. Sanyo 5600 - Samsung's A700 with ReadyLink, Memory Card Slot, QVGA Screen, Speakerphone Sanyo 7400 - This phone represents a merger of the 8000 series and 7000 series. The durable camera phone will have a megapixel camera, streaming video (QTV) playback, as well as MIDP 2.0. LG 535 - Samsung's A700 with slider form-factor and a memory card slot The only new information that this sheet presented on the Samsung A700 was that it confirmed the device would have a megapixel camera. But, now for the story behind the info. Sprint is planning on unleashing a re-launch of Vision. This so-called "Vision 2.0" is designed to make Sprint's network appear on-par and better than both Verizon's 3G network, as well as AT&T's W-CDMA network to launch this fall. Things like handset GPS services, video messaging, 3D gaming will all be critical components in Sprint's launch. However, thanks to some circumstances beyond Sprint's control, such as the Sanyo 5500 recall, these plans have been delayed a bit, as long as two months from their original target of a mid-fall launch. The A700, which was expected to launch in July may be pushed back as well, though that is less clear. These release dates will become much more clear over the course of the next month, and could be pushed back or forward still.

To: Cooters who wrote (41132)	6/13/2004 12:19:57 PM
From: Jim Mullens	Read Replies (1) \| Respond to of 196462

Cooters, Re: BS WBB report / Flarion/ Nextel and your comments- 1. “I thought it did a great job putting to rest the WiFi/WiMax threat to 3G.”<<< Agreed, and I should have mentioned that. Although by omitting certain well know facts concerning EV-DO / DV and the Korean / Japanese (KDDI) wireless data experiences, this could / should lead one to question the rest of the BS data / conclusions. 2. “. QChat and BREWChat latencies are too high for Nextel. EV-DO RelA/DVRelD will significantly improve latency, but it is still too high, Nextel customers are used to the product they have and expect that or better.” Nextel, as you rightly point out, marches to its own drummer, and you may well be correct that it will continue to do so by choosing Flarion over more proven / scalable technologies. Questions if you have the time- 2.a. The Q has stated that QChat will have latency of less then 1 second I believe. How much better is the Nextel technology? 2.b. It’s my understanding that the Q/ Nextel/ MOT collaborated in developing QChat inorder to incorporate Nextel technology (IPR) into QChat. Nextel exclusive use of QChat in the U.S. and some other markets with the Q/ MOT licensed in the ROW. Would QChat not improve Nextel’s current PTT offering? Would CDMA2000 not improve Nextel’s current voice network? It’s my understanding that Nextel’s PTT is the glue that binds Nextel’s customers despite the poor QOS. Is it you understanding that by only permitting BREWChat competition in the U.S. , Nextel’s PTT will continue to perform sufficiently better than Sprint / VZN and thus limit Nextel defections? 3. “things we will eventually need to take into consideration when determining whether to hold QCOM at 2-3X the current price or move on and not worry about it.” <<<< QCOM @ $140 / $210, now I’ve got to worry about when to sell!!! (ggg). I guess that depends on the speed at which that happens- relative PEs / PEGs. With the A. 2005 EPS estimates at 7% higher than 2004 vs CDMA handset growth at 30%+, and B. Consensus LT growth at 15% C. It appears that the investment community is holding back a significant QCOM price jump of perhaps 20% or more from current levels ($70 to $84). D. Decisions, Decisions- Should one take profits at $90 in late 2004/ early 2005 realizing that $140 to $210 is within reason within a few years? E. And, what to do with the profits? Certainly not make the mistake again of buying other stuff that had fallen 50% or more thinking they couldn’t go any lower (CSCO, JDSU, LU, etc, etc ) Thanks for the latest on Sprint. jim