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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 (58787)	1/19/2007 9:17:43 AM
From: Jim Mullens	Respond to of 197214

Slacker, Re: MOT Q4- links to the two CC’s. (the 7:30 East CC did not open for me, and now all MOT Q4 links return “we’re sorry”) Conference Call and Web-cast Motorola will host its quarterly conference call from 7:30 to 8:30 a.m. Eastern Time (USA) on Friday, January 19. The conference call will be web-cast live with audio and slides at www.motorola.com/investor. In addition, Motorola will hold a meeting for investment analysts from 10 a.m. to noon Eastern Time (USA) on Friday, January 19, at which Motorola’s senior management will provide updates on the company’s business strategy and outlook for 2007. This meeting will be web-cast live with audio and slides at: www.motorola.com/investor. www.motorola.com/investor

To: slacker711 who wrote (58787)	1/19/2007 11:42:29 AM
From: slacker711	Read Replies (1) \| Respond to of 197214

- Motorola talked about using 3 different silicon vendors (Freescale, TI, Qualcomm) competing across all tiers and technologies. Garriques specifically mentioned Q's "signficant" WCDMA win with Motorola. - Motorola is moving their W and RAZR series (GPRS/EDGE) to a single-chip platform. If I am interpreting the comments correctly, TI is going to win a signficant amount of new business with their locosto platform. It looks like Freescale sold out at the right time. If they start losing more business inside of Motorola they are toast. The WCDMA is just beginning to require a tiered chipset approach and that is going to require signficant investment....which is going to be hard to justify as Freescale's share shrinks. Slacker