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


To: Jim Mullens who wrote (57633)12/12/2006 9:04:34 AM
From: slacker711  Read Replies (2) | Respond to of 196444
 
TI signals slowdown in mobile handset industry

Contrast this with earlier comments today from Modoff re: QCOM


While it is true that TI is losing share in WCDMA chipsets during the 4th quarter, it is equally true that it is almost impossible for Q to have a great quarter without TI participating. Their basebands are in handsets that represent >25% of Q's royalties and their OMAP applications processors probably up that percentage to over 30%.

Unfortunately, TI directly attributed their weakness to the high-end of the market....which means WCDMA.

Slacker