Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: 100cfm who wrote (45720)	5/5/2005 8:48:51 PM
From: Eric L	Respond to of 196986

Todays Webcast ... 100, << Especially from you and Eric. >> I could only half listen in between business calls and mail. What I did hear I thought was quite good by all, but I won't be able to really listen till this weekend and I haven't even reviewed slides in detail but did get em knocked to file. I only caught about ¼ of the Q&A but there were good questions and good answers. I was very pleased to see the MSM7500 on target to sample this quarter and MSM7200 still targeted for Q1 2006 even though HSUPA included. One thing I did hear Sanjay say was that he anticipated one MSM6250 powered DoCoMo 700 series (lower-tier than OMAP powered 900 series) handset to be available between fall and December and two more early in 2006. I also thought he said that one MSM6250 powered handset was available at Vodafone K.K. in Japan but I sure can't find it on their site ... vodafone.jp ... so maybe about to be. What little I heard I didn't hear anything that would get analysts warm and gooey. Best, - Eric -

To: 100cfm who wrote (45720)	5/5/2005 10:44:17 PM
From: Eric L	Read Replies (1) \| Respond to of 196986

QUALCOMM WCDMA Market Share 100, One more recall ... I heard Sanjay answer a question about this but didn't take notes. Below is from a TMF poster and what he states is pretty much as I recall it. His answer (in my words): To achieve 50% market share two things will need to happen. 1) The handset vendors currently signed up to use QCT UMTS ASICS will need to claim a disproportionate share of the UMTS handset market relative to their current GSM market share. 2) QCT will have to score another tier 1 customer, i.e. Nok, Sony-Ericy or Motorola. To a follow on question (again I do not recall the analyst) Sanjay replied that the customer most likely to switch is Motorola, but they want a "very good deal and not to charge royalties." (audience laughs) Preceeding the above as recalled by the TMF poster, Sanjay adroitley avoided a direct answer and instead stated that it depended on how sucessful new launches with QUALCOMM's customer's hansets were, and how sucessful QUALCOMM's customers particular handsets were againsst competitive handsets. - Eric -