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To: alpine_climber who wrote (94105)	8/22/2010 11:32:15 AM
From: Jim Mullens	Read Replies (2) of 117477

AP, re: QCOM viability vs competition . a) What makes the ARM (Snapdragon) architecture superior long term to Intel's X86 one? And while we are at it, what makes Snapdragon different from Samsung's Hummingbird one, Briefly, a major difference ---- QCOMs MSMs / QSDs include the baseband / modem / radio (fully backwards compatible with virtually all 3G / 2G networks / bands). INTCs / Samsung’s chips do not include the baseband. Secondly, Q’s solutions are far more power efficient than INTCs mobile “solutions” . I also thought I heard Steve M in a recent presentation state the latest chipsets imbed WiFi on the same board. (anyone else hear this????) b)” How confident are people that telcos and OEMs are actually going to pay up QCT for the latter's royalty dues, since Apple seems to have got away by paying nothing to QCT on the Iphone 3G phone?” Q does collect royalty on all 3G iPhones, paid by the contract mfg Foxconn rather than Apple. Supposedly the contract mfg rate is higher than the OEMs to compensate for the lower ASP. c) ” Is QCOM actually going to win with its tie up with Chinese manufacturers like ZTE and Huawei on the TD-LTE future?” ...+ Q has a number of standalone 4G licenses with Chinese Mfgs and others. ...+ In any 4G device that also includes 3G, the 3G licensing terms / royalty rate prevails. How is it that you as a 1st time SI poster already have two ignores?

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