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: SKIP PAUL who wrote (48085)	10/28/2005 10:11:48 AM
From: Jim Mullens	Respond to of 197030

Skip, Re: EU QCOM Complaint, and “I guess the question is whether the lawsuit will slow the European 3G rollout?” Good question. 1. A major part of the complaint centers on WCDMA chipset licensing and, 2. All those above with handset licenses have signed licenses for such agreeing to Qualcomm’s royalty fees. One would think it’s a little late in the game to now be complaining about those rates after the “cows are out of the barn”. 3. The Q has stated in recent presentations that their chips will be in WCDMA handsets priced at ~$200, with one “significantly below $200”. This is the catalyst need to ramp WCDMA handset sales, and apparently the Q now has such chips in handsets that enable that ramp. Since TXN and NEC are currently the major WCDMA chipset mfgs, BRCM is basing their future on mobile wireless BB chipsets, NOK is the world’s dominant handset mfg relying solely on TXN’s BB chipset (as is Sony/ERCY), one wonders if the squeeze is on and these folks without a Q MSM will be now hard pressed to match the lower prices of the Q’s handset partners (Samsung, LG, BenQ/Seimens, Sanyo, Huawei, Toshiba, ZTE, Curitel, and another 20 more)? Perhaps the Q’s WCDMA chipset market share is headed up sooner than expected? Of the above, only NEC is included in that complaint and they are a licensed Qualcomm chipset competitor (handsets also). As a negative, this may indicate the absence of a Q MSM within NEC handsets, near-term anyway. However, NEC is using the Q’s AGps technology for LBS services.