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

To: slacker711 who wrote (44998)	3/10/2005 6:11:26 PM
From: Eric L	Respond to of 196750

Freescale and GSM/3GSM UMTS Slacker, << If you have forty minutes to kill, I think this Q&A between Goldman Sach and Freescale's wireless head is pretty interesting. >> Thanks for the link. I just finished listening. I found the call very interesting. Nice format -- all Q&A and the GS questions were reasonably good and Dr. Finks answers were in general (rather Germanic but) VERY good with a concentration on architecture, and he's enthusiastic in a Sanjay way and shares the bent for strategic thinking, and he was also very entertaining. I was impressed and with the PrarieComm acquisition, the success of Motorola (their strategic partner) in UMTS handsets, I think these guys are a player despite their lack of success as a UMTS merchant seller. << TI is in the $40 handsets that Motorola is planning on selling later this year. >> Interesting particularly since I just read (somewhere) that Nokia has an exclusive from TI for the single chip solution for a period of time before it is introduced as a catalog product (not necessarily custom product), but I did suspect TI for the Motorola win. Motorola probably ranks only behind Nokia and Ericsson EMP as a custom OEM customer of TI. << The amount of respect that Qualcomm gets now is amazing. He was very complimentary of Q's solution >> "A very powerful platform producer in WCDMA as well as CDMA ... QUALCOMM ahead of us [in some respects]." A VERY proper answer. A VERY good answer. An answer Sanjay would deliver if answers aren't dictated to him (as they obviously often -- but not always -- have been in the autocracy where he works <g>). << They think that RF CMOS will go more slowly than others in the industry. >> Yes, that was interesting, and he might be right. << They see themselves shipping merchant chips on the "next generation" technology (I think this means MXC) in 12-18 months. >> Yes. MXC. They've already sampled so that's reasonable. Interesting to see if they find customers beyond Motorola. << They don't see sub $200 WCDMA handsets until middle of '06 >> Obviously cost-leader Nokia will be 1st and while I suspect they will launch at least one sub$200 model by year end, I don't expect release till H1 2006. Best, - Eric -