Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: slacker711 who wrote (57656)	12/12/2006 10:13:49 AM
From: Jim Mullens	Respond to of 196449

Slacker, re: Japanese market 97% 3G (CDMA2000/ WCDMA) and “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.” So we finally reached the point where all of Korea and Japan (virtually) are 3G. Now the task is to convert Europe, then the rest of the world. Still a long ways to go in Europe, but the vast majority of net sub additions in Western Europe are now WCDMA. WCDMA- % net sub additions W Europe Q3 2005 32% Q4 2005 53% Q1 2006 69% Q2 2006 82% Also, significantly in QCOM’s favor (revenue gains)- + Upgrade / replacements moving to 3GSM (WCDMA) ......Royalty and chipset revenue + KDDI gaining share on DoCoMo via number portability- ......Chipset revenue

To: slacker711 who wrote (57656)	1/17/2007 12:45:43 AM
From: slacker711	Read Replies (3) \| Respond to of 196449

Japan Nov domestic cellphone shipments up 11.2 pct year-on-year 01.16.07, 11:27 PM ET forbes.com TOKYO (XFN-ASIA) - Domestic shipments of cellphones in November were 11.2 pct higher than a year earlier at 4.61 mln phones, rising for the second straight month, data from the Japan Electronics and Information Technology Industries Association (JEITA) show. In October, the cellphone carriers here -- NTT DoCoMo Inc (other-otc: NTDMF.PK - news - people ), KDDI Corp and Softbank Mobile -- began allowing subscribers to switch carriers without changing their phone numbers, causing a spike in demand for new cellphones. Excluding personal handyphone system (PHS) phones, shipments were 14.4 pct higher in November than a year before at 4.52 mln, rising for second straight month. Shipments of PHS phones were 54.6 pct lower at 89,000, falling for the third straight month. (1 usd = 116.79 yen) kaori.kaneko@xfn.com