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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 (57653)	12/12/2006 9:30:04 AM
From: slacker711	Read Replies (2) \| Respond to of 196444

Virtually all of the mobile phones now sold in Japan are now 3G so any further increases in Japanese mobile shipments are going to need to come from growing the market. today.reuters.com Japan Oct mobile phone shipments up 13.5 pct yr/yr Tue Dec 12, 2006 3:54am ET Market View TOKYO, Dec 12 (Reuters) - Japanese mobile phone shipments in October rose 13.5 percent from a year earlier, after three months of declines, on the roll-out of new third-generation (3G) models, an industry group said on Tuesday. In October, shipments from makers such as Sharp Corp. (6753.T: Quote, NEWS , Research), NEC Corp. (6701.T: Quote, NEWS , Research) and Matsushita Electric Industrial Co. Ltd (6752.T: Quote, NEWS , Research) reached 3.6 million units, Japan Electronics and Information Technology Association (JEITA) said. The 3G models, which allow faster music downloads and Web surfing, made up 97 percent of the total shipments, JEITA said. Local operators NTT DoCoMo Inc. (9437.T: Quote, NEWS , Research), KDDI Corp. (9433.T: Quote, NEWS , Research) and Softbank Corp. (9984.T: Quote, NEWS , Research) have been increasing their efforts to upgrade their customers to 3G with new price plans and handsets, making Japan the world's biggest market for 3G phones. Other Japanese handset makers include Casio Computer Co. (6952.T: Quote, NEWS , Research), Fujitsu Ltd. (6702.T: Quote, NEWS , Research) and Kyocera Corp. (6971.T: Quote, NEWS , Research). The following table shows Japanese domestic shipments, in millions, with year-on-year percentage changes. No data was released for individual companies. OCT SEPT AUG JULY Shipments 3.60 3.19 2.88 3.30 Y/Y pct change 13.5 -18.7 -5.2 -6.2

To: slacker711 who wrote (57653)	12/12/2006 9:54:09 AM
From: Jim Mullens	Read Replies (1) \| Respond to of 196444

Slacker Re: TI signals slowdown and>> “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. Modoff’s point was that QCOM’s quarter is tracking well as Samsung’s & LG’s 3G (WCDMA??) sales are improving and “share shifts among handset vendors will likely favor phones with QCOM chips inside”. Perhaps the 3G (3GSM / WCDMA) market is growing (only an “area of softness” for TXN customers) , but via QCOM’s customers (Samsung / LG/ Huawei) rather that TI’s customers (NOK, Sony/Ericy and NEC). Per Dr Jha at Lehman>>>>>>> New Christmas 3G Vodafone Handsets with QUALCOMM Chips •77% of the handset models are 3G •38% of the 3G models use QUALCOMM chips •25% of the 3G handset models are HSDPA •50% of the HSDPA models use QUALCOMM chips LG KU800 LG L600V Samsung ZV40 Samsung Z540V Samsung Z560V Samsung ZV50 Vodafone 710 Samsung Z400V Dr Jha also mentioned that – + QUALCOMM enables vast majority of commercial HSDPA devices .........34 HSDPA models commercially available using QCT (only 2, non-QCT) + to his knowledge all of Cingular’s 3G handsets use QCOM chipsets.