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

To: genedabber who wrote (77340)	5/27/2008 12:47:06 PM
From: ggamer	Respond to of 197233

I was hoping that features like snaptrack, brew, mediaflow etc would give companies a hard time moving away from QCOM. How is Samsung able to offer all these features by using Infenion ASICs? Or if there is no need for those features, then is QCOM ASIC more expensive because of all the ad-ons?

To: genedabber who wrote (77340)	5/27/2008 1:36:44 PM
From: ggamer	Respond to of 197233

I was hoping that features like snaptrack, brew, mediaflow etc would give companies a hard time moving away from QCOM. How is Samsung able to offer all these features by using Infenion ASICs? Or if there is no need for those features, then is QCOM ASIC more expensive because of all the add ons?

To: genedabber who wrote (77340)	5/27/2008 3:02:41 PM
From: BDAZZ	Respond to of 197233

>>since this would only drive them to buy less QCOM chips when they have the opportunity.<< You mean Samsung might start buying from Infineon? >>If given a choice, the customer always calls the shots<< I don't think Nokia has this philosophy as far as QCOM goes.

To: genedabber who wrote (77340)	5/27/2008 6:56:28 PM
From: Raglanroadie	Read Replies (1) \| Respond to of 197233

20% cheaper for what? Over the last couple of years we have heard of supply constraints and if these chips are lower end then it seems to me such a move could be positive for Q since production would be shifted to higher end ones that allow for higher profits. If they are lower end ones then Q may have been obligated to support that market until such time as another source could be brought on line. In a static or declining market for chips then this would be negative but in a growing one the opposite can be true.