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

To: Jim Mullens who wrote (62820)	4/19/2007 11:43:21 AM
From: William Hunt	Read Replies (1) \| Respond to of 196972

Jim As far as I could tell their was no new news in the report Bill

To: Jim Mullens who wrote (62820)	4/19/2007 1:56:13 PM
From: Eric L	Respond to of 196972

S&P Ken Leon's "Sell" on QCOM ... << He apparently doesn’t realize that MOT has turned to QCOM for WCDMA chipsets that have been previously supplied by Freescale. >> Kenneth Leon has never been the brightest bulb on the Street by a long shot. I consider him to be one of the dimmest covering wireless. He probaably does (most assuredly doees) realize that Moto will use both QCOM and TI UMTS (WCDMA )chipsets as well as Freescale as soon as new terminal replatformization (software and terminal hardware) is complete, which won't be soon. He might have even listened to (probably did listen to) Moto's CC and knows that non-Freescale chips will be available in Moto handsets sometime in 2008, maybe early but maybe mid-2008. So sayeth Moto's head cheeseball. If you didn't listen I suggest you do but here's a clip and a link to the source transcript ... One, we are accelerating the implementation of our new Linux/Java software platform and multi-source silicon chipset designs. We started shipping Linux/Java products this quarter. We expect more in the second half of 2007 and lots more in 2008. And 3G products are expected in 2008 with a newer lower-cost silicon-based architecture. ... we use some multiple silicon today, but the kinds of things that we need to do is to have a multi-sourced silicon strategy across many of our tiers, so that like in the case we are in right now, which is, our problem is the ability not to have a lower cost 3G solution with our current chipset supplier. We have got to get out of that, and that's the think that we are moving towards. It's probably in 2008. Obviously, we are trying to understand whether it's early 2008 or mid 2008, but somewhere in that range. So, we are firing away right now in designs as we speak and looking not only in one spot but in a couple of spots. seekingalpha.com - Eric -