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From: slacker711	2/15/2012 7:48:12 AM
	of 117477

Orders take off at TSMC electronicsweekly.com David Manners Wednesday 15 February 2012 11:14 Semiconductor industry bellwether, Taiwanese foundry TSMC, is almost booked out of capacity on 40nm processes and better, reports Digitimes. Apparently AMD, TI, Infineon, Freescale, Broadcom, MediaTek, MStar, Nvidia and Qualcomm have all been increasing orders put on TSMC. "TSMC’s Q1 is everyone else’s Q2,” points out Malcolm Penn, CEO of analysts Future Horizons, “so, if TSMC sees a strong Q1 then everyone else is expecting growth in Q2." Digitimes reckons that inventories in the mobile phone, consumer and PC industries are being rebuilt, and that Q1 will be the bottom of the semiconductor industry sales cycle with increasing sales thereafter for the rest of the year. Last week, TSMC announced its January sales were 10.6% up on December - very much against seasonal trends – albeit coming from a low base. TSMC CEO Morris Chang forecast semiconductor growth for 2012 of 3-5% but added that he expected TSMC to out-grow not only the overall semiconductor industry but also the foundry industry. Penn is plumping for 8% semiconductor growth in 2012 but reckons, if the economy bounces back as fast as it did after Lehman, it could be as much as 20%..

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To: slacker711 who wrote (109592)	2/15/2012 7:49:51 AM
From: slacker711	1 Recommendation of 117477

Spectrum fragmentation is poisoning LTE's prospects February 14, 2012 — 3:09am ET \| By Tammy Parker After decades of dealing with a hodge-podge of air interface technologies, the mobile industry is slowly but surely converging on LTE. But even widespread use of a supposedly common technology will not unify the industry because LTE is being deployed on such a multitude of unrelated spectrum bands that if all the LTE frequencies were dumped into a bucket they'd resemble a nest of slithering snakes. I recently spoke with Peter Carson, senior director of product management at Qualcomm (NASDAQ:QCOM), who cautioned that prospects for significant economies of scale from volume production simply don't exist for LTE and won't for a very long time because too many different spectrum bands are being used for LTE in too many different places. "Right now the biggest issue the industry has to deal with is complexity of the RF front end," Carson said. Sign up for our FREE newsletter for more news like this sent to your inbox! Further, he noted that a single LTE product design that could be shipped anywhere in the world is far from fruition. An LTE world phone is just a fantasy at this point. Frequency bands ranging from 700 MHz to 2.6 GHz have been earmarked for LTE networks around the world. The GSMA's Wireless Intelligence service released a report in December 2011 that offered a good-news, bad-news scenario: There will be 200 live LTE networks in 70 nations by 2015, certainly an auspicious start for a new technology, but they will be deployed using 38 spectrum frequency combinations, a toxic situation if ever there were one. The GSMA identified the 2500/2600 MHz IMT-extension band as the most globally harmonized for LTE deployments to date, accounting for more than 50 percent of live networks in 2011. However, 700 MHz is a preferred band for LTE in the United States, where operators are exploiting the digital dividend accrued when analog TV broadcasters were forced to give up their 700 MHz spectrum. But 700 MHz is far from being a global LTE spectrum band, and Europe's digital dividend band will be 800 MHz. Further, 1700/2100 AWS spectrum will get extensive use in the Americas but nowhere else. And things get really messy in the bands above 2100 MHz with a mix of FDD and TDD confusing things all the more. The GSMA issued a call for global spectrum harmonization in order to allow the emerging LTE ecosystem to mature and enable equipment vendors to deliver globally compatible networks, LTE devices and chipsets. That's not a new demand, and it's as unlikely to happen as ever because governments have repeatedly shown that when it comes to finding more spectrum or re-farming frequencies, national interests trump global considerations. Vendors have proven that supporting multiple frequency bands and technologies in a single device can be done, so there's no reason to think they can't kick in more spectrum bands and air interfaces for next-generation products. But doing so presents challenges to chipset size, power management and manufacturing costs. Add those issues to the standard RF concerns of layout and routing, and it's easy to see why LTE device makers will have their hands full. With no spectrum harmonization in sight, chipset providers and device manufacturers could ultimately become the puppet-masters controlling LTE's take-up and long-term adoption. Each will assess the addressable market for the spectrum combinations available and will make products accordingly. There may be 38 possible LTE frequency combinations, but no device maker in its right mind will try to address all of them. Instead, vendors will focus product development on the most realistic and lucrative regional band combinations. That means operators with less-than-attractive spectrum allocations may actually find themselves with zero compatible devices. Moreover, spectrum fragmentation means the LTE industry won't enjoy dramatic economies of scale or full-fledged LTE global roaming for a long time. That's a shame because LTE and LTE-Advanced have so much to offer in terms of performance, but it's not the first time marketplace realities have kept a good idea from being fully executed.-- Read more: Spectrum fragmentation is poisoning LTE's prospects - FierceBroadbandWireless fiercebroadbandwireless.com Subscribe: fiercebroadbandwireless.com

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From: Bill Wolf	2/15/2012 8:18:55 AM
	of 117477

Start-Up's Network Rejected; GPS Cited By AMY SCHATZ Federal regulators said they plan to pull the plug on wireless start-up LightSquared Inc.'s proposal to build a new national wireless network after officials said there was no way to prevent the network from interfering with Global Positioning System devices. The decision late Tuesday represented a serious blow to LightSquared and its chief financial backer, hedge-fund manager Philip Falcone, who has poured billions of dollars into the venture. LightSquared said it "profoundly disagrees" with the conclusion that its network would interfere with GPS devices. Those judgments disregard "more than a decade of regulatory orders, and in doing so, jeopardize private enterprise, jobs and investment in America's future," the company said in a statement. In a letter to the Federal Communications Commission, the Commerce Department said there was "no practical way to mitigate the potential interference at this time." Shortly after receiving that letter, the FCC issued a statement saying it planned to reject LightSquared's application to build its network because of the GPS concerns. The FCC said it was proposing to revoke a conditional approval it gave to LightSquared last year. While the FCC's move is subject to public comment and could be appealed to the agency's commissioners, the unanimity among the federal agencies left little room for LightSquared to maneuver. The company and Mr. Falcone didn't immediately respond to requests for comment on the FCC's decision. A spokesman for Mr. Falcone's Harbinger Capital said he had no immediate comment. Mr. Falcone rose to prominence in 2007 with lucrative bets against subprime mortgages. More recently, he has been beset by steep losses at his hedge funds and regulatory probes. The biggest fund at Harbinger Capital lost 47% last year after a write-down on its LightSquared investments, a spokesman for the fund has said. The Securities and Exchange Commission has been scrutinizing his hedge-fund business on three fronts, including an inquiry into possible market manipulation, according to regulatory filings. In December, a filing by a Harbinger affiliate said Mr. Falcone and two senior executives had been warned by the SEC that they could face civil-fraud charges. Harbinger, in a filing at the time, said it was "disappointed," and if the SEC decides to bring an enforcement action, it intends to "vigorously defend against it." LightSquared's plan was to act as a telecommunications wholesaler, selling use of its network to wireless companies and others who in turn sell high-speed Internet service to the public. The plan drew complaints from GPS users including the military and farmers. They said the new network could overwhelm GPS signals, which use nearby frequencies, and knock out service. LightSquared received conditional FCC approval in early 2011 and said the technical issues could be resolved. But as the year went on, the company took one battering in Washington after another, as the Defense Department and other agencies amplified the interference concerns. Republican Sen. Chuck Grassley of Iowa piled on with an investigation into the FCC's initial decision to grant conditional approval. Mr. Grassley placed holds on two nominees for the FCC's board to protest the agency's unwillingness to provide internal documents about its decision. The company said Tuesday it remained "committed to finding a resolution with the federal government and the GPS industry to resolve all remaining concerns." LightSquared says the problem is with GPS receivers, which are too sensitive and listen outside of the GPS boundaries. The company has threatened legal action against the government if it doesn't get approval. But it is unclear if the start-up has enough funding to withstand a protracted legal battle. LightSquared officials said last month that they had enough funding to last several quarters. —Steve Eder and Greg Bensinger contributed to this article. Write to Amy Schatz at Amy.Schatz@wsj.com

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From: mindy1968	2/15/2012 8:46:57 AM
	of 117477

ParkerVision Announces Markman Hearing in Patent Infringement Lawsuit Against Qualcomm Press Release: ParkerVision, Inc. – 43 minutes agoShare0EmailPrintCompanies:QUALCOMM IncorporatedParkervision Inc.RELATED QUOTESSymbol Price Change QCOM 61.71 +0.00 finance.yahoo.com JACKSONVILLE, Fla., Feb. 15, 2012 /PRNewswire/ -- ParkerVision, Inc. (NASDAQ: PRKR - News), a developer and marketer of semiconductor technology solutions for wireless applications, announced today that U.S. District Judge Roy B. Dalton Jr. has established a schedule for upcoming hearings and other case deadlines in ParkerVision Inc. v. Qualcomm Inc., No. 3-2011-cv-00719, a patent infringement lawsuit filed by ParkerVision against San-Diego based Qualcomm, Inc. (NASDAQ: QCOM - News). The patent claim construction hearing, also called a Markman hearing, is set for August 10, 2012, at which time the judge will be asked to issue rulings regarding the language and interpretation of the ParkerVision patents at issue in the case. Markman hearings are considered a critical event in a patent lawsuit. The upcoming Markman ruling will define the property rights for the technologies that ParkerVision has invented and has the right to exclusively practice. The court's Markman hearing decisions will drive and inform many aspects of the litigation. The jury trial in this case is scheduled to begin on August 5, 2013. "We are passionate about the technology that ParkerVision has developed, and we are committed to protecting our patented innovations from unauthorized use," stated Jeffrey L. Parker, Chairman and Chief Executive Officer of ParkerVision. "We look forward to showing the court and jury how Qualcomm is using ParkerVision's technology despite the legal patent protections that we have expended a great deal of time and capital to secure. This firm timeline means that we will soon get our day in court." In other key developments, the court denied as moot Qualcomm's motion for preliminary injunction against ParkerVision's patent prosecution counsel. Instead, the Court approved a protective order, which all parties negotiated and agreed to, that enables ParkerVision's patent prosecution counsel to continue delivering legal advice and services to ParkerVision provided that they do not represent ParkerVision in the lawsuit or advise the company regarding Qualcomm's alleged infringement. Both of these developments stem from a lawsuit that ParkerVision filed against Qualcomm on July 20, 2011, in the U.S. District Court for the Middle District of Florida. ParkerVision brought this action because Qualcomm's past and current chipset products infringe several ParkerVision patents related to radio-frequency receivers and the down-conversion of electromagnetic signals, which represent a body of intellectual property that ParkerVision pioneered for creating direct conversion receivers. ParkerVision's lawsuit seeks monetary damages from Qualcomm as well as a permanent injunction barring the manufacture and sale of Qualcomm's infringing devices. Additionally, the complaint accuses Qualcomm of willfully infringing and seeks an award of exemplary damages, attorneys' fees and related court costs. More information on the case can be found on the ParkerVision website at parkervision.com About ParkerVision Inc. ParkerVision, Inc. designs, develops and markets its proprietary RF technologies, which enable advanced wireless communications for current and next generation mobile communications networks. The company's award-winning IP portfolio includes 188 domestic and international patents. Its solutions for wireless transfer of radio frequency (RF) waveforms enable significant advancements in wireless products, addressing the needs of the cellular industry for efficient use of power, reduced cost and size, greater design simplicity and enhanced performance in mobile handsets as the industry migrates to next generation networks. ParkerVision is headquartered in Jacksonville, Fla. For more information, please visit parkervision.com. Safe Harbor Statement This press release contains forward-looking information. Readers are cautioned not to place undue reliance on any such forward-looking statements, each of which speaks only as of the date made. Such statements are subject to certain risks and uncertainties which are disclosed in the Company's SEC reports, including the Form 10K for the year ended December 31, 2010 and the Forms 10Q for the quarters ended March 31, June 30, and Sept. 30, 2011. These risks and uncertainties could cause actual results to differ materially from those currently anticipated or projected. For more information, contact Robert Tharp at 800-559-4534 or Robert@androvett.com. For investor relations, contact Ron Stabiner at 212-888-4848 or rstabiner@thewallstreetgroup.com.

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To: waitwatchwander who wrote (109557)	2/15/2012 10:24:47 AM
From: Jim Mullens	of 117477

Trevor, re: Apple / NDA……………………………….. There has to be a fine line between anyone's NDA and fair shareholder disclosure. Telling shareholders you have risk due to a large portion of your sales being made to a single customer is required. ___________________________________________________________________ Seems to me SEC filings cover the above issue. QCOM FY11 10-k snip>>>>>>>> Operating Segments Consolidated revenues from international customers and licensees as a percentage of total revenues were 94%, 95% and 94% in fiscal 2011 ,2010 and 2009 , respectively. During fiscal 2011 , 32%, 19%, 17% and 8% of our revenues were from customers and licensees based in China,South Korea, Taiwan and Japan, respectively, as compared to 29%, 27%, 12% and 9% during fiscal 2010 , respectively, and 23%, 35%, 8% and11% during fiscal 2009 , respectively. Revenues from Samsung Electronics constituted a significant portion (more than 10%) of consolidated revenues in fiscal 2011 , 2010 and 2009 , and revenues from HTC also constituted a significant portion (more than 10%) of consolidated revenues in fiscal 2011 .

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To: Nick L who wrote (109567)	2/15/2012 10:46:49 AM
From: Jim Mullens	of 117477

Nick / ggamer, re: Investor Friendliness- QCOM vs ROW / Apple Thanks for the Apple info- Apple allows you to subscribe to all Apple Keynote events and Apple Quarterly conference calls via itunes. It's in podcast format. I just checked the itunes store and all keynote addresses are still there dating back to 2007. The quarterly calls disappear after two weeks. But if you subscribe to the podcast, they automatically download onto your computer. I have the last six calls on my computer and ipod. It's nice and convenient. IBM and JNJ do this too. ____________________________________________________________________________ That’s nice but IMO it reinforces my POV. Why not include the whole ball of wax within the Investor info website links, rather than require (limit access) an itunes application / subscription? Further, does Apple provide / archive downloadable (PDF) presentation documents, etc.?. Examples of QCOM's investor support (investor friendliness) >>>>>>>>>>>>>>>>>>>> Investor Events and Presentations Upcoming Events Feb 27, 2012 10:00 AM CET Mobile World Congress 2012 Additional Information Remind me Mar 6, 2012 9:30 AM PT 2012 Annual Meeting of Stockholders Additional Information Remind me Apr 18, 2012 1:45 PM PT Qualcomm Q2 FY12 Earnings Conference Call Remind me Jul 18, 2012 1:45 PM PT Qualcomm Q3 FY12 Earnings Conference Call Remind me Nov 7, 2012 1:45 PM PT Qualcomm Q4 and FY12 Earnings Conference Call Remind me Archived Events Feb 14, 2012 1:15 PM PT Goldman Sachs Technology and Internet Conference 2012 Listen to webcast Additional Information Feb 1, 2012 1:45 PM PT Qualcomm Q1 FY12 Earnings Conference Call Listen to webcast View Presentation 714.6 KB Dec 7, 2011 11:00 AM PT Barclays Global Technology Conference Speaker: Jim Lederer, EVP and GM, Qualcomm CDMA Technologies Listen to webcast Additional Information Nov 30, 2011 2:00 PM MT Credit Suisse Technology Conference Listen to webcast Additional Information Nov 16, 2011 10:00 AM ET New York Analyst Meeting Listen to webcast View Presentation 16.7 MB Additional Information Nov 2, 2011 1:45 PM PT Qualcomm Q4 and FY11 Earnings Conference Call Listen to webcast View Presentation 2.7 MB Sep 15, 2011 12:45 PM PT Deutsche Bank Technology Conference Listen to webcast Additional Information Aug 11, 2011 1:00 PM ET Canaccord Genuity Investor Conference Listen to webcast Additional Information Aug 10, 2011 1:05 PM ET Oppenheimer Investor Conference Listen to webcast Additional Information Aug 8, 2011 1:00 PM MT Pacific Crest Technology Leadership Forum Listen to webcast Additional Information Jul 20, 2011 1:45 PM PT Qualcomm Q3 FY11 Earnings Conference Call Listen to webcast View Presentation 432.9 KB Jun 14, 2011 3:30 PM CT William Blair & Company's 31st Annual Growth Stock Conference Listen to webcast View Presentation 4.6 MB Additional Information Jun 2, 2011 11:15 AM ET Bank of America Merrill Lynch 2011 Technology Conference Listen to webcast View Presentation 2.6 MB Additional Information May 24, 2011 9:30 AM ET Barclays Global Communications, Media and Technology Conference Listen to webcast Additional Information May 18, 2011 12:00 PM ET JP Morgan Global Technology, Media and Telecom (TMT) Conference Listen to webcast Additional Information May 12, 2011 Deutsche Bank 2011 Semiconductors Day Additional Information Apr 20, 2011 1:30 PM PT Qualcomm Q2 FY11 Earnings Conference Call Listen to webcast View Presentation 451.0 KB Mar 14, 2011 12:00 PM PT ROTH 23rd Annual OC Growth Stock Conference Listen to webcast View Presentation 3.5 MB Additional Information Mar 8, 2011 9:30 AM PT 2011 Annual Meeting of Stockholders Listen to webcast View Presentation 8.8 MB Additional Information Mar 3, 2011 10:55 AM PT Morgan Stanley Technology, Media & Telecom Conference Speaker: Bill Keitel, EVP & Chief Financial Officer Listen to webcast Additional Information Mar 2, 2011 8:10 AM PT 2011 Pacific Crest Emerging Technology Summit Listen to webcast View Presentation 3.9 MB Additional Information Jan 26, 2011 1:45 PM PT Qualcomm Q1 FY11 Earnings Conference Call Listen to webcast View Presentation 453.7 KB Jan 5, 2011 5:30 AM PT Qualcomm Announces Definitive Agreement to Acquire Atheros Conference Call Listen to webcast View Presentation 529.2 KB Dec 8, 2010 2:30 PM PT Barclays Global Technology Conference Listen to webcast View Presentation 4.9 MB Additional Information Nov 30, 2010 2:00 PM MT Credit Suisse Technology Conference Listen to webcast Additional Information >>>>>>>>>>>>>>>>>>>>>>>>>>> Quarterly Results 2012 First Quarter 2012 FY 2012 1st Quarter Earnings Release 117.9 KB Executive Presentation 714.6 KB 3G/4G Device Estimates 176.1 KB Supplemental Schedules Equity Plan Compensation Information as of December 25th, 2011 35.8 KB Qualcomm Strategic Initiatives (QSI) Key Investments as of December 25th, 2011 18.8 KB 2011 Fourth Quarter 2011 Third Quarter 2011 Second Quarter 2011 First Quarter 2011 FY 2011 1st Quarter Earnings Release 119.4 KB Executive Presentation 453.7 KB CDMA/WCDMA Device Estimates 45.1 KB Supplemental Schedules Equity Plan Compensation Information as of December 26th, 2010 34.5 KB Qualcomm Strategic Initiatives (QSI) Key Investments as of December 26th, 2010 18.3 KB 2010 Fourth Quarter 2010 Third Quarter 2010 Second Quarter 2010 First Quarter 2010 2009 Fourth Quarter 2009 Third Quarter 2009 Second Quarter 2009 First Quarter 2009 2008 Fourth Quarter 2008 Third Quarter 2008 Second Quarter 2008 First Quarter 2008 2007 Fourth Quarter 2007 Third Quarter 2007 Second Quarter 2007 First Quarter 2007 2006 Fourth Quarter 2006 Third Quarter 2006 Second Quarter 2006 First Quarter 2006 2005 Fourth Quarter 2005 Third Quarter 2005 Second Quarter 2005 First Quarter 2005 2004 Fourth Quarter 2004 Third Quarter 2004 Second Quarter 2004 First Quarter 2004 2003 Fourth Quarter 2003 Third Quarter 2003 Second Quarter 2003 First Quarter 2003 2002 Fourth Quarter 2002 Third Quarter 2002 Second Quarter 2002 First Quarter 2002 >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> SEC Filings Top of Form View: Year: Bottom of Form Filing Description Date Filed Size 10-Q quarterly report Feb 1, 2012 467.1 KB 10-Q quarterly report Jul 20, 2011 504.3 KB 10-Q quarterly report Apr 20, 2011 791.1 KB 10-Q quarterly report Jan 26, 2011 834.9 KB 10-Q quarterly report Jul 21, 2010 724.1 KB 10-Q quarterly report Apr 21, 2010 826.6 KB 10-Q quarterly report Jan 27, 2010 695.8 KB 10-Q quarterly report Jul 22, 2009 618.4 KB 10-Q quarterly report Apr 29, 2009 854.7 KB 10-Q quarterly report Jan 28, 2009 546.5 KB 10-Q quarterly report Jul 25, 2008 574.6 KB 10-Q quarterly report Apr 23, 2008 916.5 KB 10-Q quarterly report Jan 23, 2008 516.3 KB 10-Q quarterly report Jul 25, 2007 558.1 KB 10-Q quarterly report Apr 25, 2007 537.5 KB 10-Q quarterly report Jan 24, 2007 465.4 KB 10-Q quarterly report Jul 19, 2006 563.0 KB 10-Q quarterly report Apr 19, 2006 559.1 KB 10-Q quarterly report Jan 25, 2006 494.0 KB 10-Q quarterly report Jul 20, 2005 523.5 KB Showing 1-20 of 48 filings Page: 1 2 3 Next 20 Documents (whitepapers, etc) >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> T Multimode System Selection - Basic Provisioning PDF 2/13/12 Neigherborhood Femtocell Deployment Model PDF 2/13/12 HSPA+ HetNets PDF 2/13/12 3G Cellular Technology for Smart Grid Communications PDF 2/13/12 Qualcomm San Diego Map PDF 2/10/12 HSPA+ Advanced: Taking HSPA+ to the Next Level PDF 2/09/12 HSPA+ Advanced: Taking HSPA+ to the Next Level PDF 2/09/12 Computational 3D Photography PDF 2/09/12 LTE Advanced—The Global 4G Solution PDF 2/09/12 mirasol Fast Facts PDF 2/09/12

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