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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 (62754)	4/18/2007 1:22:00 AM
From: slacker711	Read Replies (2) \| Respond to of 197036

The long wait for the Convergence platform is finally over....at least if you live in Canada <g>. Telus has launched the HTC P4000 with the MSM7500. telusmobility.com Initial impressions are available on HoFo. There isnt much yet, but the camera sounds impressive. Burst mode isnt something I normally assoiciate with a cameraphone. howardforums.com Slacker

To: slacker711 who wrote (62754)	4/18/2007 5:12:31 AM
From: waitwatchwander	Respond to of 197036

Proxy of MSM ASP Trend based on QCT Revenue Q404 Q105 Q205 Q305 Q405 Q106 Q206 Q306 Q406 Q107 Q207 QCT Revenue 865 746 766 912 1,033 1,018 1,133 1,147 1,230 MSM Shipments 39 39 37 36 40 47 49 55 56 59 60 % Increase Q/Q 11.4% 0.0% -5.1% -2.7% 11.1% 17.5% 4.3% 12.2% 1.8% 5.4% 1.7% MSM ASP Indicator 21.64 21.61 21.68 21.45 20.92 20.68 MSM ASP Indicator = Rolling 4 Quarters of QCT Revenue / MSM Shipments. For example: Q405 is ( 912 + 766 + 746 + 865) / ( 40 + 36 + 37 + 39 ) = 21.64 Slacker, It was not QCT Revenue. I've updated it using the adjusted QCT revenue numbers that Keitel presented last quarter. These numbers came form here: files.shareholder.com With the inclusion of CSM channel card shipments within QCT revenues, the trend may still be a little skewed. Although, with the most recent decline much less, it looks much better. Thx