SI
SI
discoversearch

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 (58999)1/24/2007 11:02:35 PM
From: voop  Read Replies (1) | Respond to of 197624
 
did management mention whether TI going fabless affects the arms race?



To: slacker711 who wrote (58999)1/25/2007 8:00:54 AM
From: Jim Mullens  Respond to of 197624
 
Slacker, Thanks for the Pantec numbers and the pass thru rights info.

Have to find time this AM to sort this out further



To: slacker711 who wrote (58999)1/25/2007 9:31:00 AM
From: Jim Mullens  Read Replies (3) | Respond to of 197624
 
Q1FY07 QTL shortfall WAG-

Quick and dirty WAG-

QTL revenue reported................$600M
...Shortfall...................................196M
....Detail>>>....
....1. Pantec..................................14
....2. QCT adj................................. 8
....3. ERIC- lower rate.................... 65
....4. Other mix- lower rate............ 16
....5. 3rd Party rights acquired??
.......assuming a royalty give back...93M


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News