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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 (62899)	4/20/2007 12:44:52 PM
From: carranza2	Respond to of 196971

An interesting datapoint from the Q&A of the Sony Ericsson call....the analyst (didnt catch who) stated that he was hearing that operators were planning on moving to 100% 3G (WCDMA/HSDPA) procurement over the next 12-18 months and if Sony Ericsson was hearing the same thing. Doesn't that really say everything of substance that we need to know about the negotiations? The dollars are huge. Everything else is simply window dressing. I find it vastly amusing to compare NOK's statements of the 1990s to those it makes today. First, "we have all the IPR we need to develop WCDMA when we obtained the CDMAOne license", followed of course by the licensing of the WCDMA stuff on which it kept zipped lips. Fast-forward to today: "We have all we need to do WCDMA and its progeny with the CDMAOne paid up patents and the garbage we have filed for in Europe, but here's $20 million, anyway." How many sides of its mouth does NOK have to speak out of? LMAO!!!

To: slacker711 who wrote (62899)	4/24/2007 8:01:51 AM
From: slacker711	Read Replies (1) \| Respond to of 196971

TI's conference call transcript. seekingalpha.com Two interesting takeaways.... 1) Revenue from 3G handsets was a strong driver during the quarter and they see that continuing going forward. It looks like the orders are coming from Nokia and Sony Ericsson and not from Japan. 2) TI seems to have conceded in the WCDMA merchant chipset market. They havent seen results from their collaboration with Docomo and plan on investing their resources in custom solutions going forward. One less choice for Q's customers.... Probably the only other one that I would mention would be the program that we have with DoCoMo in Japan. I think you heard us mention for some time now that we have had a merchant solution, I think we began sampling it, I believe it was November of 2005. That would be one where I would say our perspective of the near-term market opportunity for just merchant 3G solutions in general have continued to diminish. Again, we have that product but at the time of that engagement, our view was actually that the Japanese handset vendors would likely emerge as the world's largest near-term consumers of merchant solutions. Certainly over time our perspective has changed. A couple of reasons for that. One is that the Japanese handset vendors, for the most part, have pulled back on their efforts to develop handset business outside of their own domestic market. Secondly, they've also been reluctant to move away from internally supplied ASIC solutions. In fact, if you look at the broader market today, the only significant customers for 3G merchant solutions are the Korean manufacturers. So in total, if you look at the merchant market for 3G, last year it represented about 10% of that segment of the market on a unit basis. The reality is we don't expect that's going to increase much beyond that in the near term. As a result, given this range of programs we've talked about, we're certainly focusing most intently on our large volume customer program commitments. You can expect that we'll modulate our development resources based on market opportunity and what we see as maximum return on investment going forward. So I know that was a long answer to your question. So I'll stop there and see if you have a follow on, Jim.