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

To: waitwatchwander who wrote (76067)	4/3/2008 7:32:33 AM
From: slacker711	Read Replies (1) \| Respond to of 197246

The webcast was mostly nothing more than a regurgitation of past year events. The only tidbit of new info I found useful was Jha's comment that SnapDragon devices are now likely to slip into being a 2009 deliverable due to software issues. They didn't need a fancy PR forum to communicate that matter. I didnt hear much new either though they did bring Firethorn to the forefront. With respect to Snapdragon, early '09 was always a possibility. I dont see that as a delay and a 1st quarter launch would actually be ahead of the timeline for the MSM7500 series (about two years from sampling to devices). Has anyone come across any phones yet to appear with an UMTS QSC chipset? That chipset was suppose to be sampling 2 quarters ago and if it such was the case, shouldn't we be seeing new phones around now ... somewhere? The fastest that Q has ever gone from sampling to devices is a bit less than a year. That was for the first ULC QSC6010 based devices. These UMTS versions are a bit higher-end than those and are likely to take a bit longer to get to market. I would guess that we would see devices in the 4th quarter and it isnt unusual for such devices not to have been revealed at CTIA. If we dont see some commercial handsets by Christmas, I would consider it a disappointment. OTOH, if you really want to talk about delay....how about the 802.11n chips? Those were supposed to first be out in early '07, then in November Jha talked about early '08, and after the 3 biggest shows of the year, we have still yet to hear of any devices. What the hell is going on at Airgo? Slacker