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


To: Eric L who wrote (44997)3/10/2005 5:00:51 PM
From: slacker711  Read Replies (1) | Respond to of 196749
 
If you have forty minutes to kill, I think this Q&A between Goldman Sach and Freescale's wireless head is pretty interesting.

(888) 203-1112 Replay Passcode #: 4642327

Random Tidbits...

- TI is in the $40 handsets that Motorola is planning on selling later this year.

- They dont see sub $200 WCDMA handsets until middle of '06.

- They see themselves shipping merchant chips on the "next generation" technology (I think this means MXC) in 12-18 months.

- They think that RF CMOS will go more slowly than others in the industry.

The amount of respect that Qualcomm gets now is amazing. He was very complimentary of Q's solution (and basically admitted that they were behind).

Slacker



To: Eric L who wrote (44997)3/11/2005 8:30:00 AM
From: Art Bechhoefer  Read Replies (1) | Respond to of 196749
 
>>much like John Chambers of Cisco<< That should give us all pause to reflect on whether a sales and marketing type is as good as a person fluent in engineering and science to lead a tech company. QUALCOMM is on the right track!

Art