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

To: jackmore who wrote (41351)	6/29/2004 9:05:33 PM
From: JohnG	Respond to of 196740

jackmore. I think you are on target. No large differential between CDMA1X and GSM1X. Thus, GSM wider coverage and GSM roaming are thrown in for free when you go for the various CDMA 1X features like multimedia, brew, cameras etc.

To: jackmore who wrote (41351)	6/29/2004 9:23:34 PM
From: slacker711	Respond to of 196740

At the risk of adding to the confusion, my take was that IJ was really referring to the differential cost between a 1X and a GSM/1X phone. I took his point to be that Q would work to keep that at a minimum, maybe even make no markup on the GSM part of the chip so as to make the phones as affordable as possible. That is my understanding as well....though I think it will be impossible for a 1x and GSM 1x handset to be at true price parity. Qualcomm might be willing to take a smaller margin to keep the chipsets at the same price, but there are other chips that are going to be required. Take a look at the right side (RF chips) of the block diagram for the MSM6100. cdmatech.com If you compare that to the left side of the block diagram for the MSM6300, you can see some extra PA's and filters. cdmatech.com One of the key questions is still why Unicom's CDMA handset sales are so poor compared to GSM handset sales. The net add differential only tells a small part of the story....if you add in churn and upgrades, Unicom's GSM handsets are outselling CDMA handsets by at least a 2 to 1 margin. If it is because of price, GSM 1x wont solve anything.....if it is because of coverage, GSM 1x should provide a boost. Slacker

To: jackmore who wrote (41351)	6/29/2004 11:06:43 PM
From: Jim Mullens	Read Replies (2) \| Respond to of 196740

Jack/ Maurice/ Pyslent/ all: Re: Unicom / GSM1x / Qualcomm MSM6300 pricing, and “At the risk of adding to the confusion, my take was that IJ was really referring to the differential cost between a 1X and a GSM/1X phone. I took his point to be that Q would work to keep that at a minimum, maybe even make no markup on the GSM part of the chip so as to make the phones as affordable as possible.” Sorry, my recall is entirely different. This was my exact question to Dr. IMJ at the 2003 Annual Meeting- “Will Qualcomm be pricing the MSM6300 so as to allow handset manufactures to aggressively market this dual mode phone and price it competitively with a GSM/GPRS single mode phone with comparable features?” There was no ambiguity as to GSM1x vs CDMA1x or GSM/GPRS, the comparison was to “a GSM/GPRS single mode phone with comparable features”. And, Dr. IMJ’s answer was clearly yes, the Q would price the MSM6300 competitively. Some further statements by Dr. IMJ To:Ruffian who wrote (132373) From: Hepps Wednesday, Dec 10, 2003 4:51 AM Respond to of 132374 Snips>>>>>>>>>>>> Jacobs agrees. . "It doesn't add much cost to the phone at all because the digital part is mostly done in the digital signal processing," he said. "You need a little more memory in the phone to handle the GSM/GPRS technology. The size will be the same, basically. Battery life? No difference, because you're either using one or the other, not both simultaneously." . He added: "Radio frequencies are a little bit more complicated, but now we are providing multiband technology. And we built a chip that has the right bandwidth for GSM/GPRS, as well as W-CDMA, as well as CDMA2000. It's not a dream by any means. The phone manufacturers initially will probably get a significant premium. But very quickly I think it's going to be a very small cost add-on." The phone manufacturers initially will probably get a significant premium. But very quickly I think it's going to be a very small cost add-on." <<<<<<<<<<<<<<<<<< Pys, Re: “Having only 1/3 of those 25M moving to GSM1x would represent over 8M... True, but if Slacker's article is to be believed, those 8M subs will have to share the 500,000 handsets that CHU has ordered <ggg>.”<<< Ggg- Don’t you imagine the 500k was probably the initial order? In any event, the theme of the original article (and another the same day) that got this discussion started was Unicom’s - 1. expansion of their CDMA network, and 2. to attract GSM users to the CDMA network. To that end, it’s my understanding that Unicom’s CAPEX focus over the past year or so has primarily been directed toward the CDMA network. It would appear then that Unicom is very serious about GSM1x handsets and a 78 Million GSM replacement / upgrade market represents a great first step in cracking the GSM market considering that the largest CDMA carrier is less than half that size.

To: jackmore who wrote (41351)	6/30/2004 6:16:11 AM
From: jackmore	Read Replies (1) \| Respond to of 196740

It's only 2G, but bodes well for the Sharp/VOD relationship going forward. Picture at link. - - - - - - - - World First for Sharp Wireless Phone 30th June , 2004 ASIA : Vodafone K.K. announced that starting with the Kanto-Koshin region on July 2 it will offer the V602SH by Sharp, which features the world’s first* mobile embedded camera with an optical zoom function. Combined with its optical zoom capable high-specification 2.02 megapixel autofocus CCD camera, the V602SH approaches the ease-of-use of true digital cameras without compromising the sizeand functionality of current mobile handsets. To achieve this, the V602SH uses a ‘Swivel Style’ design that allows the LCD screen to be reversed 180 degrees. The V602SH also represents a new handset to be commercialized as part of Vodafone K.K.’s new handset design initiative, a process where Vodafone K.K. offers its own original handset style concepts to the market. The main theme of this design project was to provide a handset that not only focuses on exterior design, but also takes into consideration enhanced services, functionality and usability for new methods of use and lifestyles. The V602SH is the first* 2G handset in Japan capable of playing Chaku-uta ® ringsongs and also supports a multitude of new features and services such as Movie Mask facial motion capturetechnology, Keitai Karaoke V-kara which enables customers enjoy karaoke by connecting to a TV, and 256K Appli Ver. 2 (Java™ applications) for high-speed mobile games with beautiful graphics. Vodafone K.K. will offer range of new content related to these services to coincide with the sale of the V602SH. The main features of the V602SH are as follows: - World’s first optical zoom - Swivel Style for taking pictures while handset is closed - Compatible with Chaku-uta ® , Movie Mask, Keitai Karaoke V-kara, and 256K Appli Ver. 2 and more 3g.co.uk