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.

Politics : RAMTRONIAN's Cache Inn -- Ignore unavailable to you. Want to Upgrade?

To: NightOwl who wrote (11849)	2/18/2006 9:16:44 PM
From: jimtracker1	Read Replies (1) \| Respond to of 14464

There is another facet to this ole fab game. You are looking at the manufacturing side of the business and the side that eventually is the big dog on the block is marketing and (the soft spot in my heart)sales, who is going to be first at what? There is a huge battle brewing right now, and that is TI vs QCOM. And that is a pretty big duel who is going to win in the biggest market there is. Wireless. You can depreciate this down to that but you have forgotten about the competition component. QCOM is rapidly getting their SOC ready for the market and there in lies the answer. The prize is huge and it is called 3G. Remember all those posts, drabs of information I have been ridiculed about. Well it here and it now. 800 million handsets this year. Nokia is struggling and in that effort they introduce 50 new phones this year. TI's biggest customer is NOK and wireless is their biggest market. So you have TI and NOK on one side and you have the Q and Samsung on the other. Each with a new platform. And where does RMTR fit into all of this? I think were are going to have to watch Omap 3. They are making a lot of claims for this chipset. In reading what marketing is now saying, it looks like TI marketing was expecting Omap3 for the World Wide 3G, and it did not show up on time. So now TI is saying don't to their customers "don't commit, wait, it is on its way and it is worth the wait". QCOM is telling the market place they are going to get 50% of the 3G chipset business, and TI is scrambling to keep NOK happy. So far there have been 4 major platforms sort of announced with a date 2h 06. There is a lot of money to be made, for the mfgr or the investor. Take your pic. This is probably "the" biggest tech battle in my lifetime. Watch what happens when China makes the final announcement on 3G licensees. Remember the ole saying, "chinese fire drill", well its coming. Just watch all of these companies starting assembly plants, research units. Just watch the announcements for China and India. There are more dollars being thrown at that part of the world than most of us can comprehend. But like all projects there a time frame that controls everything, and in this case 3G must be up and operating in time for the 08 Olympics.