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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 (56517)11/2/2006 7:06:29 AM
From: barty  Read Replies (1) | Respond to of 196958
 
Slacker. I agree. SonyEricsson have doubled their global WCDMA share to over 20% after launching K800 and the 610 in June. Nokia has clearly not lost share. That explains why TI's 3G business grew 50% yoy last quarter. Samsung's big 3G push comes in 4Q06 with their 3 devices from the Ultra range which should do OK, but aside from this I can't see much Qcom momentum with WCDMA MSMs this year. Does anyone know of a Qcom based product shipping 1m units/quarter in volumes?