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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 (57613)	12/11/2006 12:48:17 PM
From: Eric L	Read Replies (1) \| Respond to of 196499

The MSM7200 << That 8-10x range really illustrates the need for Qualcomm to do a better job on the high-end of WCDMA. Jha has made some references to the traction for the MSM7500 but I am more interested in when we can see MSM7200 based devices. >> You and me both. Have any devices been announced that we know will use the MSM7200. << Many of the high-end Samsung WCDMA devices contain an OMAP processor to go along with Q's MSM chipset. That is revenue that is just waiting to be picked up... >> Do we know if the 1st OMAP 3 processor (the OMAP3430) which Snapdragon will compete with, and which was due to sample mid-2006 with volume production scheduled for 2007 has in fact sampled? Welcome back, - Eric -

To: slacker711 who wrote (57613)	12/11/2006 3:17:01 PM
From: Jim Mullens	Read Replies (1) \| Respond to of 196499

Slacker, Re: “. Many of the high-end Samsung WCDMA devices contain an OMAP processor to go along with Q's MSM chipset. That is revenue that is just waiting to be picked up...” MSM7500 (EVDOra)sampled 2Q2005 MSM7200 (HSUPA) Sampled 1Q2006 Dr. Jha spoke of both with this chart detail @ Lehman. MSM7X00 Debuts in Multiple Markets Throughout 2007 •More than 15 leading global device manufacturers already receiving shipments and developing designs based on MSM7200 and MSM7500 chipset •Over 30 commercial devices expected to launch by 2H 2007 –Windows Mobile-based devices in Asia, Europe & U.S. •Leading Japanese carriers transitioning their high-end phone portfolio–KDDI mandating all mobile devices for 2007 be based on MSM7500 chipset •Enables “out of the box”Windows Mobile Experience