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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 (54162)	8/4/2006 11:48:22 AM
From: BDAZZ	Read Replies (1) \| Respond to of 197244

>>Could you explain then why Qualcomm failed so badly in getting WCDMA chipsets to market for Hutchison's initial launch and why they are still so far behind their 50% market share goal (or even my more conservative 30-35% goal)?<< Because they focused on HSDPA. Their 20% to 25% market share and growing in this early market is actually pretty good. Their 50% market share goal is just that, a goal. I don't remember reading on this board that anyone actually used this figure in serious calculations. WCDMA is ramping at a snail's pace because it simply is not attractive at this stage. Vodaphone is even dissing the tech and apps. QCOM forsaw this and did the smart thing targeting the fat part of the market (HSDPA) when the tech will be sophisticated enough to attract the masses to convert. Why did they not target both? Because their R&D budget was already at a bursting point. They had to choose.

To: slacker711 who wrote (54162)	8/4/2006 11:54:56 AM
From: Eric L	Respond to of 197244

Flying BS ... Slacker, << You saw lots of delays and BS flying around in 2002 and 2003 about not the right time, etc. At that time there was 3 flavors of BTS around and certain WCDMA chipsets only worked on one flavor. QCOM chipsets worked on all of them. ... Could you explain then why Qualcomm failed so badly in getting WCDMA chipsets to market for Hutchison's initial launch and why they are still so far behind their 50% market share goal (or even my more conservative 30-35% goal)? >> Perhaps, since we are talking 2002/2003 time frames, our good friend 'engineer' could explain why in 2003 when NEC, Motorola, Nokia, and LG (using EMP chipsets fabricated by TI) were all commercially shipping multi-mode UMTS (WCDMA) handsets in Europe and Asia, and there was nary a single QUALCOMM powered handset other than two MSM6200 units (one single-mode and one multi-mode) from Sanyo that were only available commercially on one Japanese network (Vodafone K.K.) but nowhere else. Let's flash ahead to the initial commercial ramp of 'commercially acceptable' UMTS handsets in Q4 2004. Where were the 'commercially acceptable' QUALCOMM MSM6250 powered handsets. << ... so far behind their 50% market share goal their 50% market share goal (or even my more conservative 30-35% goal)? >> How about my even my more conservative 25% target. They won't make that this year, although I'd like to think they could come close for the single Q4 quarter. - Eric -

To: slacker711 who wrote (54162)	8/4/2006 11:57:27 AM
From: Jeff Vayda	Read Replies (2) \| Respond to of 197244

Did the Q put too much into the fab houses they selected to get the process right and to downsize at the same time (of their own accord?) If I am a fab house, I am not going to be pushing the envelope too much. If I am running at a profitable pace, the last thing I want to do is mess up the works with an unproven processes. I would take a chance at alienating both present and potential business. Nokia even made the comment several times, they dont mind letting the back markers push the envelope. They will cherry pick from the winners. About all I can see that the Q "might" have done wrong is not spread the wealth out wide enough. They need to enable competition among their suppliers as well. If they are making the case that they have brought handset prices down due to competition among networks, seems like they might have missed the opportunity to gain the same benefit for themselves from the fab houses