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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: barty who wrote (56545)	11/2/2006 8:23:39 AM
From: slacker711	Read Replies (2) \| Respond to of 196958

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? I actually do see quite a bit of strength for the WCDMA MSM's going into the 4th quarter, though whether any of the models will be 1 million unit sellers will depend on the timing of the introductions and operator subsidies. Qualcomm's primary power amplifier partners in WCMDA are Anadigics and Triquint and both talked about seeing a big pickup in demand in the 3rd quarter....a 65% sequential rise in WCDMA revenue for Anadigics and 11% rise for Triquint (with a further 168% rise in WCDMA orders). LG and Samsung combined for around 2.6 million units during the 3rd quarter, and I can see at least a sequential double if the handset launches go smoothly. One unlikely source of strength is Cingular. They have dropped pricing on the LG CU500 to $50 after rebates and the Samsung A707 just launched at the same price. We are going to see US customers who could care less about HSDPA picking up the handsets at those prices. The entire WCDMA market is going to be a dogfight in the 4th quarter. In addition to the strength at Triquint and Anadigics, Skyworks doubled their WCDMA shipments during the 3rd quarter on the back of SE and Motorola. In response, Nokia has cut prices on the N-Series....all of the above looks to be setting up the long awaited "3G Christmas" <g>. Slacker