Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 (73613)	1/18/2008 8:38:43 AM
From: slacker711	Respond to of 197030

FWIW, Skyworks emphasized the strength in WCDMA handsets through out their call. They gave the first public comment about the possibility of hitting 300 million WCDMA handsets next year. Hope they are right and this isnt just share gain.... seekingalpha.com Mike Burton – Think Equity Partners Supposed the OEMs that are reported to have spoken optimistically about 3G in ’08, can you provide us some insight on your own estimates for 3G next year or perhaps what percent of sales you see that becoming? Don Palette Yes, absolutely, Sony Erickson, and Samsung have both recorded pretty much in line and you are correct that it did report favorably on 3G or WCDMA , we see that clearly as the fastest growing segment of the market and as we have outlined before, for us, I do not think we have a case where we have the WCDMA part without an EDGE and largely in EDGE, FEM made it to that 3G band or multiple bands. If you look at the numbers, ’07, we think it is about $180 million 3G phones worldwide in the 1.1 billion and that number is going to well into the high twos, maybe as high as three hundred million next year.

To: slacker711 who wrote (73613)	1/18/2008 10:24:36 AM
From: NickLemb	Respond to of 197030

FWIW, CSFB appears to think that a big reason for the customer losses was credit tightening. Meanwhile, the stock is getting killed. Thanks for the India info. Sprint Pre-announces Subscriber Results Sprint pre-announced its 4Q wireless subscriber results this morning. The company reported net postpaid subscriber losses of 683k and net traditional pre-paid losses of 202k. These losses were partially offset by net wholesale subscriber additions of 500k, Boost unlimited additions of 256k and net additions of 20k affiliate subscribers. Post-paid churn was 2.3% for the quarter, which is consistent with 3Q’s result. Sprint commented that voluntary churn was down, which implies that less customers were dissatisfied with their service. The offsetting rise in involuntary churn is likely the result of Sprint’s tightening of credit standards. The increase in net sub losses and flat churn implies that gross customer additions declined. We estimate that postpaid gross adds were down 18% year-over-year. This was largely the result of Sprint’s credit tightening, but could have been exasperated by the economy or a weakening of customers’ interest in Sprint’s offerings.