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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 (57776)	12/15/2006 2:13:28 PM
From: Jim Mullens	Read Replies (1) \| Respond to of 197653

Slacker, Re: “Something BREWing in Europe” Very encouraging news from a Q unit that is now entering in the R&D “harvesting” stage after five years. Any idea of the size of these two, sub wise?? British carrier O2, owned by Telefónica, Telecom Italia's mobile unit (TIM) Also, pretty impressive sequential growth - “Merrill Lynch estimated that BREW brought in $41 million, up $12 million from the previous quarter.” Although the Q’s “original” FY07 EPS guidance is not too impressive compared against Q’s historical standards, one of Keitel’s charts reflected a large portion of current R&D expenditures strategically directed toward the longer term- suggesting sustained dominance even after robust CDMA based handset sales growth slows. Snip>>>> Initiatives planned for significant revenues (in context of total QCOM) in 4+ years –MediaFLO –OFDMA/UMB/LTE –HSPA+ –MEMs technology (Iridigm displays) –Processors –Other non-disclosed projects Additionally Dr Jha has also emphasized "significant" growth coming from non-traditional handset sources- + Laptops w/ QCOM embedded EV-DO / HSDPA/UPA / WiFi modules. ..... 34 HSDPA models commercially available using QCT (only 2, non-QCT) + Various other Consumer Devices + Wireless home connectivity devices