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

To: kech who wrote (44490)	2/7/2005 8:53:34 AM
From: slacker711	Respond to of 197140

Is there a new low end MSM chipset (MSM 6025?) behind this "price offensive" for low end handsets by Unicom or is it just that the time is right (Chinese New Year)? It could be associated with the new RF CMOS designs (that work with both the MSM6000 and MSM6025)....but the real question is why are "low-end" handsets still so expensive in China? Unicom seems to still be paying $200 a handset while Infocomm is definitely below a $100 a handset. Slacker

To: kech who wrote (44490)	2/7/2005 12:06:03 PM
From: Jim Mullens	Respond to of 197140

Tom, Re: Unicom and “Is there a new low end MSM chipset (MSM 6025?) behind this "price offensive" for low end handsets by Unicom or is it just that the time is right (Chinese New Year)?”<<<<<<<<<<< This snip was from your link >>>>>>>>>>>> “China Unicom this past weekend began to sell low-priced CDMA mobile phones to consumers around China. The first group of these CDMA mobile phones include six types of products from Nokia, Samsung and LG, and all these phones are sold below RMB1700. “ The Yahoo currency converter finance.yahoo.com Symbol Chinese Yuan Exchange Rate U.S. Dollar Bid Ask CNYUSD=X 1700 Nov 16 0.1208 205.4008 From the above it does not appear that these “low-priced” handsets are really as low- priced advertised. As Slacker questioned- “ the real question is why are "low-end" handsets still so expensive in China? Perhaps chapq is correct in that Unicom (Chinese government) is not doing all it can to support CDMA growth. That prompts the question, why? Could it be that that is part of the Chinese negotiation strategy with Qualcomm? If / when Qualcomm agrees to more favorable royalty terms for WCDMA / TDsCDMA, Unicom will be more aggressive in lowering the price points of their CDMA /GSM1x handsets. Since the Q is not as dependent upon China for its success as it was several years ago, and with WCDMA beginning its ramp in Europe (and China within 12-18 months?), perhaps the Q can just stand its ground / hold firm on the “World” royalty rates for China as well. This is a portion of Q’s PR on MSM6000 and 6025 chipsets, supporting affordable CDMA 1x handsets , in which “, more than 40 handsets are commercially available or in design based” . cdmatech.com QUALCOMM Announces Extensive Availability of Affordable CDMA2000 1X Handsets for Global Emerging Markets Cost-Effective CDMA2000 1X Handsets Based on QUALCOMM’s MSM6000 and MSM6025 Value Platform Chipsets Hit the Market London — November 17, 2004 — QUALCOMM Incorporated (Nasdaq: QCOM), pioneer and world leader of Code Division Multiple Access (CDMA) digital wireless technology, today announced broad acceptance of QUALCOMM’s cost-competitive CDMA2000® 1X chipset solutions for emerging markets worldwide. To date, more than 40 handsets are commercially available or in design based on QUALCOMM’s Mobile Station Modem™ (MSM™) MSM6000™ or MSM6025™ chipset solutions. The radioOne® MSM6000 and MSM6025 chipset solutions already power more than 10 commercially available, affordably priced handset models, with additional handset designs expected to follow. The global availability of affordable 1X handsets is taken to a new level with an additional 30 handsets currently in development based on QUALCOMM’s cost-competitive RF CMOS solutions which further complement the MSM6000 and MSM6025 chipsets. Compal, Curitel, Huawei, Hisense, Konka, Kyocera Wireless, LGE, Motorola, Ningbo Bird, SK Teletech, TCL, Telson and ZTE are among the more than 15 global manufacturers developing wireless devices based on QUALCOMM’s MSM6000 and MSM6025 chipset solutions — which target emerging global markets including China, India, Latin America and Southeast Asia.