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: Apollo who wrote (48421)	11/4/2005 8:23:13 AM
From: 100cfm	Respond to of 196444

Let's not be Crybabies. <gg>

To: Apollo who wrote (48421)	11/4/2005 8:59:43 AM
From: Jim Mullens	Read Replies (2) \| Respond to of 196444

Apollo, Re: Qualcomm R&D and “I think what Saukie is asking is whether Qcom has developed recently anything that is clearly and dramatically a leap forward.” Engineer and others more technologically inclined can provide a better answer but here’s my list. The “leap forward” items- + MediaFLO technologies + Iridigm Display technologies- ...The display is the most costly component in the hand-held device and perhaps the single most component in need of improvement in power savings and viewing experience (sunlight viewing). + HDR >> EV-DO / HSDPA / HSUPA ...From some accounts the Q has at least a one year lead in the HSDPA (WCDMA) chipset market, and I’m not aware of any of the competition providing an EV-DO chipset for the CDMA market. + VOIP technologies / enhanced PTT with EV-DO RevA + The single chip solution (MSM, RTR, PMIC) all integrated on one chip- QSC6010, 6020, 6030 ....All supporting the low cost market ....Note - was also surprised to read from Citibank that the Q is supplying the MSM for low cost NOK phones in India + The Dual CPU on- chip technology- MSM7500, 7600, 7200 + User interface technology in concert with BREW + 4G technologies- OFDM, MIMO, etc (WiMAX?) We’ll probably learn a lot more net week>

To: Apollo who wrote (48421)	11/4/2005 12:35:46 PM
From: Maurice Winn	Respond to of 196444

Apollo, if you mean something like Google, I suppose BREW could end up being like that. While it seems to be just a silly games system at present, my understanding is that it enables any software to be downloaded into a cyberphone and run on it. What I like about it is that it'll mean no viruses or muck coming with the software, it'll work really well [being integrated with the rest of the cyberphone and from QUALCOMM], it will provide money to the software maker [no stealing of software], money to the carrier and money to QCOM, it'll mean I don't have to mess around with my device to try to make it work. I like easy clicking, not being technoliterate. As OFDM/wifi make moving a LOT of data economic and convenient enough, less software will need to sit in the cyberphone and as cyberphone memory and processing power improve, they'll be able to do more tricks, and store more software. The possible revenue and profits from BREW are vast. Competitors will limit the scope, as they do with Google, but that still leaves a LOT of money, if BREW is the best way of doing it. Or at least is as good and is first out there and gains market share so software developers prefer to work on the biggest market share, where they get paid. Mqurice