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

To: Jim Mullens who wrote (41346)	6/29/2004 7:11:46 PM
From: pyslent	Read Replies (3) \| Respond to of 196725

Dr. IMJ stated on several occasions that the Q would price the MSM6300 competitively so as to encourage sales. I don't think it's ever been clarified whether Mr IJ was referring to CDMA chipsets or GSM chipsets when he is talking about competitve pricing for the MSM6300. Common sense would seem to indicate the former. Since the average CDMA chipset is twice as expensive as the average GSM chipset, I would find it hard to believe that the chipset incorporating both protocols could be sold cheaper than single mode CDMA chips. Qualcomm may as well slash prices for all chipsets by 50%. Similarly, any contention that a dual mode gsm1x phone will be priced competitively with a standard gsm phone doesn't pass the laugh test, IMO, when you consider that the average single mode cdma handset costs significantly more than it's gsm counterpart. Add to this the fact that Samsung's GSM1X phone intended for VZ is quite full featured, suggesting that handset manufacturers are initially targetting high-end customers, and I'm inclined to believe that all GSM1X phones will initially cost closer to $500 then $100, even in China. Over the years I’ve discovered one can’t believe everything written by the press ($500 GSM1x Phones). No argument there. My BS meter is extra sensitive when it comes to reading articles and commentary either for or against QCOM.

To: Jim Mullens who wrote (41346)	6/29/2004 9:22:43 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 196725

Jim, Irwin Jacobs has for years [since about 1998] maintained that the cost and architecture penalty for making a multimode, multiband ASIC would be minor, so it's not surprising that GSM1x will be priced low enough to ensure GSM users switch over to CDMA use without breaking a sweat. Since he said that, they've also introduced radioOne, which will have made things even easier. Also, power and efficiency have increased dramatically for ASIC technology, so it really must be near-zero cost to bundle GSM into the CDMA world. This is about as exciting as it gets because it opens up the whole of Europe to a means to swing on over to CDMA and enjoy the capacity, speed and low cost of mobile CDMA cyberspace which can't be done on TDMA air interfaces such as GSM/GPRS/EDGE. More than a billion GSM users are the market! Proven mobile users. Then there are those who will find the combined technologies finally make it worth getting into the mobile device market. Then, they'll upgrade every year or two as new things come out. Mqurice PS: Initially the GSM1x phones will be higher-priced, because there will be a limited supply and they might as well charge what the market will bear. The added functionality is worth more to subscribers so they'll pay more. But to really move the market and kill off the GSM competition, CDMA suppliers will need to keep it cheap enough to attract GSM subscribers who will pop their SIM in the card and start using cheaper and better CDMA with all the mobile cyberspace functions.

To: Jim Mullens who wrote (41346)	6/29/2004 9:55:55 PM
From: Eric L	Read Replies (1) \| Respond to of 196725

Belief in Boom-Boom! << Over the years I've discovered one can't believe everything written by the press ($500 GSM1x Phones). >> Over the years I (and carriers) have found that one "can't believe everything written" or spoken by Dr. Irving Mark Jacobs or your liberal paraphrasing of Dr. Irving Mark Jacobs and specifically I am talking about your letters to the editors or your advice given to other potential letter writers to editors on time frames for "GSM1x Phones." In retrospect your letterers to editors and your hero worship of Boom-Boom Issa the Qualcomm stooge and the crook that Cleveland deservedly drummed out of town and sent into your district are as hilarious as they are shameful. - Eric -