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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 (51773)	4/26/2006 11:03:37 AM
From: JeffreyHF	Read Replies (1) \| Respond to of 196547

Better Agere, than Broadcom, FSL, or TI. Management has been alluding to second sourcing becoming commonplace, recently. One might reasonably assume that the QCOM/Samsung foundry deal will limit the potential damage from Agere`s foot in the door.

To: slacker711 who wrote (51773)	4/26/2006 11:29:52 AM
From: Eric L	Respond to of 196547

Samsung/Agere Slacker, << Samsung has chosen Agere as a second source for 3G baseband chipsets. Agere already had a number of design wins with Samsung for EDGE handsets. >> Interesting. As Tim Luke, and Stuart Jeffrey have noted in several recent Lehman Brothers research reports (and this one is from after Day One of 3GSM in Barcelona after meeting with Sanjay et al) ... While the QCOM team acknowledges key CDMA/W-CDMA chip partner Samsung is evaluating several additional chip suppliers in W-CDMA, management remains optimistic around their ability to keep a majority share (as they ultimately have in CDMA2000 at Samsung). Let's hope QUALCOMM can counter by bagging some of Moto's business as a 2nd source. - Eric -