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To: engineer who wrote (109618)2/15/2012 2:34:55 PM
From: waitwatchwander
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---> 700 Mhz, AWS (2100), Clearwire bands (2500-2800), and present 850 bands

How long do you forecast it to take to roll all those radios into a single chipset? Aren't there hurdles yet to overcome here ...

chipset size - Can one radio handle all 4 bands?

interference - Does the presence of a silent radio within the same proximity of another active radio have an impact?

power mgt requirments - Wouldn't covering each of the above bands require a more diverse power mgt chip than that which exists today?

Just looking for a bit of colour related to the issues here. Thx

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To: engineer who wrote (109620)2/15/2012 5:23:45 PM
From: Maurice Winn
2 Recommendations   of 146455
<At what point does the complete wirelss industry associations and standards and groups become irrelvant and driven by comsumers more than the base technology?>

While I understand the usefulness of standards bodies, to achieve economies of scale and efficencies, I developed an antipathy to them from my oil industry experience. I managed to kill off one standard which was being developed [in New Zealand] for re-refined oil. They become big jamborees and self-sustaining bureaucracies, and governments love to get involved making things worse.

Qualcomm has been poorly served by the SETI [aka ETSI] gang and the hagfish cartel which managed to tie Qualcomm intellectual property up in their GSM slimeball, resulting in extorquerationate royalties of 12% for W-CDMA compared with Qualcomm's 4% for CDMA2000 which did a better job. That excess royalty burden, now on LTE too, and the intellectual property wars, continue to this day with vast expenses and legal wars as "FRAND" is tested in court and in geopolitical kleptocracy, and words like "iPad" are fought around the world.

My preference is for blood and guts technology and marketing wars with customers deciding who is doing a good job at the best price.

Apple has done a fantastic job [Jobs] and without any FRAND W-CDMA/LTE/CDMA2000 participation has come from nowhere [though they they had a good business in the computing industry so had a fair idea about customers and technology] and gone "jaw-dropping" almost to $500 billion market capitalisation and could easily reach $1 trillion [in 2011 dollars, not hyperinflated ones].

In NZ, the government took over fuel specifications [my domain previously] and now innovation is illegal. Good luck getting any innovation through that thicket. Standards become simply suffocatocracy instead of enhancing efficiency, innovation, competition, and freedom to choose.


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To: waitwatchwander who wrote (109623)2/15/2012 6:21:24 PM
From: engineer
   of 146455
All that is already IN the handsets today. If you look at the spported frequencies, they are all int ehlist from the present readio chips.

Today one does not integrate thsi all into a single chipset, one packages them together in such a way that they look like a single chip. So if QC has a 700 MHZ radio chip and an AWS radio chip, they can put this into a package in less than 6 months and make the radio.

A radio chip can be powered down. Do when not in use, it does nto interfere.

Perhaps, and about a 100M to 1 chance, that the tuning coils on one interact with the tuning coils on another, but I would suspect that this would be so far downteh contributed noise, that it would be almost unmeasureable.

What pwoer management chip? Each of these would probably have their own LDO power mgmnt circuits included, so just power them down. Suply them with 3V or 5V or 1.7V or?? and let me go..I would guarantee that QCOM RF designers have made this part a cinch, since the world phones they ALREADY have been putting out for more than 5 years, have all this except the 700 MHZ one. I know my blackberry 9430 had it all in EU bands, plus world bands, ...

Gotta come up with alot harder questiosn than that, trevor..

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From: Bill Wolf2/15/2012 7:35:17 PM
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Nvidia’s Huang: Done a Fine Job Signing Up ‘Tegra 3' Customers
By Tiernan Ray

Following a report of better-than-expected fiscal Q4 results, chip maker Nvidia (NVDA) held a conference call with analysts to discuss the details.

The company said revenue declined quarter-to-quarter because of floods that hampered drive production for PCs last year, and crimped PC sales, affecting graphics processor unit shipments. The company’s sales of mobile processors, its “Tegra” line, were held back as vendors awaited the newest model, Tegra 3.

All of that was pretty much known already last month when the company cut its outlook for the quarter’s revenue. Management reiterated the matter on tonight’s call:

After five consecutive quarters of sequential revenue growth, fourth quarter revenue was negatively impacted by the global shortage caused by the flooding in Thailand which affected the mainstream GPU segment more than anticipated. Shipments by some PC OEMs were reduced, and higher prices con trained the PC OEMs in their assistance. The mobile business declined more rapidly than expected ahead of devices based on the Tegra 3 processor ramping into production in 2012.

Nvidia’s consumer business line saw revenue fall 45.2%, quarter over quarter, to $109.8 million, in large part because of a sharper-than-expected decline in Tegra 2 revenue. For the full fiscal year, consumer revenue was up 200%.

Update: During a phone call following the conference call, CEO Jen-Hsun Huang took a moment to discuss with me the results and outlook. Asked about how far the disruption in drives would proceed, he remarked, “My guess is it will last through Q2? and be pretty much taken care of by Q3. The company’s forecast tonight for Q1 was below the consensus estimate. I asked Huang if he thought there would be a “snap-back” in sales of PCs in Q3, and he said likely so, in his view.

Asked about the shortfall in Tegra 2 sales, I asked Huang if he was surprised by how much some customers decided to hold off until Tegra 3 became available. “Sure,” he said, but Huang added that “In the midst of a business that is still very young, having customers holding off on purchases will have a strong effect.” Huang said the situation would be improved with Tegra 3 with a larger customer base for the processor than was the case for Tegra 2.

Huang said Q3 would also be exciting, in his view, given that it will (presumably) see the introduction of Windows 8 from Microsoft (MSFT).

I asked Huang whether he thought the company had adequately articulated the value of the quad-core Tegra 3, including the ways in which it can improve performance in the most powerful smartphones and tablets.

“People don’t buy Tegra 3, they buy phones with Tegra 3 in it,” Huang responded. “If we get it in as many wonderful phones and tablets, people will get the benefit of enjoying it. And there, we have done quite a fine job. You’re going to find quite a few Tegra 3 quad-core processors in the marketplace.”

Nvidia shares are down 78 cents, or almost 5%, at $15.39 in late trading.

Copyright 2011 Dow Jones & Company

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From: leochardonne2/15/2012 9:31:08 PM
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Sole Apple Analyst With ‘Sell’ Rating Clings to View Even as Stock Surges
By Peter Burrows - Feb 15, 2012 4:34 PM ET
Edward Zabitsky is the only person among at least 56 analysts whose Apple Inc. (AAPL) ratings are tracked by Bloomberg who recommends that investors “sell” the shares.

Zabitsky, who analyzes equities for Toronto-based ACI Research, said he’s sticking to the view even after the shares soared past $500 and extended Apple’s lead as the world’s most valuable company, reported on its Tech Blog.

Margins on the iPhone, Apple’s best-selling product, will come under pressure as competing handsets, such as those sporting Microsoft Corp. and Google Inc. software, gain wider acceptance, Zabitsky said. Rivals, including Samsung Electronics Co. (005930), may get a boost from a new Web standard called HTML5 that’s designed to improve access to software tools on mobile devices, bolstering alternatives to the iPhone, he said.

“I should have waited for there to be more adoption, but intellectually, I feel good about the call,” Zabitsky said.

Prices on the iPhone may decline as Apple takes steps to compete with Android and Windows phones, he predicted. The gross margin on the device may fall to 25 percent, putting it on par with the iPad and Mac computers, from more than 50 percent now, Zabitsky predicted.

One of the biggest beneficiaries may be Samsung, which can undercut competitors because it also makes many of the parts used in devices, the analyst said.

“If a price war breaks out in Android phones, Samsung wins hands down,” he says.

IPhone Alternatives?

Zabitsky is placing a big bet on HTML5. Applications based on the standard will give users added flexibility in accessing Web-based tools on a handset, creating a more viable alternative to the iPhone, according to Zabitsky.

If that standard takes off, customers will be able to get to most of their favorite services without the need of Apple’s app ecosystem. The move to speedier 4G cellular networks and the increased availability of Wi-Fi hot spots will also make the Web apps more useful.

Zabitsky is not the only one to predict the fall of Apple. The AAPLinvestors blog maintains a list of bearish predictions on its iPhone Death Watch page.

That list includes a few of Zabitsky’s calls. In 2009, for instance, he predicted that Apple’s hardware “will eventually become irrelevant.” Apple’s shares were about $210 then.

Apple’s stock slipped 2.3 percent to $497.67 today, two days after closing above $500 for the first time. Zabitsky had a target price of $270 as of January. That compares with $575.56, the 12-month consensus estimate among analysts surveyed by Bloomberg, and the $700 price set by Daniel Ernst, an analyst at Hudson Square Research.

Zabitsky said it hasn’t been easy sticking by his sell recommendation, which is more than a year old. Zabitsky said he didn’t foresee how poorly Nokia Oyj (NOK1V) and Research In Motion Ltd. (RIM) would fare in comparison with Apple.

Apple isn’t the only one on his negative list. He’s got a sell on 12 of 15 companies, including Cisco Systems Inc. (CSCO), Broadcom Corp. (BRCM) and Juniper Networks Inc. (JNPR) His only buys are on Alcatel-Lucent (ALU), the European telecommunications equipment maker, and a company called Emcore Corp. (EMKR), which makes optical components for the networking industry.

To contact the reporter on this story: Peter Burrows in San Francisco at

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From: Jon Koplik2/15/2012 10:59:42 PM
1 Recommendation   of 146455
WSJ -- Falcone's [ LightSquared Inc ] Plan B: Swapping Airwaves ..........................................


FEBRUARY 15, 2012, 9:20 P.M. ET

Falcone's Plan B: Swapping Airwaves


LightSquared Inc. may seek to exchange its wireless airwave licenses for similar ones operated by the U.S. Department of Defense in a last-ditch effort to revive its mobile broadband service, according to people familiar with the company's plans.

The possible strategy shift comes a day after the Federal Communications Commission said it wouldn't allow LightSquared to operate its network because of interference concerns.

LightSquared had been criticized by the Defense Department, legislators and makers of farm equipment and Global Positioning System devices, who say its network signal operates too close to those used for GPS and could interfere.

In comparison, the Defense Department airwaves­used primarily for aircraft testing­operate on a frequency farther away from GPS signals making it less likely to cause any jamming, the people said.

Such an airwaves swap would be difficult­it's not clear the Defense Department would be interested in such an exchange and LightSquared would need to raise additional funds. The swap is among several options the company is considering in response to the FCC action on Tuesday, those people said.

Representatives from the Defense Department and FCC declined to comment.

In a statement on Wednesday, LightSquared Chief Executive Sanjiv Ahuja vowed to work towards finding a solution to the FCC's opposition, noting the company had already spent $4 billion on building its network. "The government decided to choose winners and losers," Mr. Ahuja said.

LightSquared has engaged boutique investment bank Moelis & Co. as a restructuring adviser, according to a person familiar with the matter. The FCC ruling comes at a difficult time for the company as it faces an April interest payment on $1.6 billion of secured loans and several hundred million dollars of subordinated debt due in July.

The move to swap its spectrum would represent a change in strategy for LightSquared. The company has said it is the victim of incomplete testing and that its proposed network would create thousands of jobs and ease congestion on carriers' services as more Americans buy data-hungry smartphones and tablet computers.

The FCC granted LightSquared a waiver in early 2011 to operate satellite wireless airwaves, or spectrum, for a land-based nationwide network that would reach 260 million Americans by the end of 2015.

LightSquared hoped to compete with AT&T Inc., Verizon Wireless and others in selling its spectrum wholesale and had agreements with Best Buy Co., Leap Wireless International Inc. and other companies.

LightSquared may lose an important partner in Sprint Nextel Corp. if it cannot get FCC approval to operate by mid-March. The two companies reached a 15-year agreement to share network resources and construction expenses that would have saved LightSquared as much as $13 billion through 2020.

Sprint had recently given LightSquared two extensions to get approval from the FCC. Sprint may have to return $65 million in prepayments to LightSquared if it fails to meet its latest deadline.

Investor Philip Falcone also has invested billions of his Harbinger Capital Partners hedge fund's money in the venture.

The matter came to a head on Tuesday when the National Telecommunications and Information Administration, a unit of the Commerce Department, sent a letter to the FCC saying it could find no way to lessen GPS interference from LightSquared. Shortly afterward, the FCC said it would recommend against allowing LightSquared to roll out its network.

LightSquared said on Tuesday that it "profoundly disagrees" with testing that showed its network caused GPS interference. LightSquared has argued that the GPS industry should have anticipated any interference and should be required to pay for filters that would block out the company's signal.

A Commerce Department spokeswoman said she had no immediate comment.

Harbinger Capital reported the value of its largest fund dipped 47% last year because of a write-down of the value of the wireless company. LightSquared has said it has enough cash on hand to operate for several quarters, without providing specifics.

Investors, who were awaiting information from Harbinger, questioned whether further write-downs on LightSquared would be necessary and what other options the firm might explore.

The hedge fund has set up a 10 a.m. call with investors on Friday, but hasn't provided extensive communications to investors in light of the FCC decision, in part because it is still trying to decipher what the ruling means, a person familiar with the matter said.

The company faces additional competition from Dish Network Corp., which has a pending application with the FCC to also operate satellite spectrum for a terrestrial wireless network. Dish has said it expects the FCC to rule by the end of March, but that it would take several years to build out a network after approval.

­Steve Eder, Matt Wirz and Amy Schatz contributed to this article.

Write to Greg Bensinger at

Copyright © 2012 Dow Jones & Company, Inc.


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To: leochardonne who wrote (109627)2/16/2012 1:21:36 AM
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Hey Zabitsky, there's a time and price limit on analyst calls. It's way moot after a year and a 100% gain. Turns out the call was one of the worst in present times. That one day Apple will be in demise will never make his call right.

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From: Bill Wolf2/16/2012 8:26:42 AM
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AT&T Hunts Spectrum

By GINA CHON, ANTON TROIANOVSKI and ANUPREETA DAS The collapse of a $39 billion acquisition isn't stopping AT&T Inc. from exploring other wireless deals.

Barely two months after the phone giant's offer to buy T-Mobile USA fell apart amid objections from regulators, AT&T is already studying new deals that could increase its access to the airwaves, including potential transactions with Leap Wireless International Inc., Dish Network Corp. or MetroPCS Communications Inc., people familiar with the matter said.

The companies declined to comment.

At stake for AT&T and other carriers is a limited supply of wireless spectrum licenses that are key to building out their networks, as smartphones and tablets drive a sharp increase in mobile data use. Congress has complicated matters with halting progress toward putting more wireless licenses up for auction.

The spectrum needs became more pronounced this week after regulators rejected a plan for a new broadband network by start-up LightSquared Inc., taking away one potential source of wireless capacity for now. And the federal spectrum auctions that Congress is considering are likely more than a year away.

Although AT&T is actively engaged in discussions with some of the parties, there are no deals yet on the table, and it would likely be months before any come to pass, people familiar with the matter said.

Government agencies that would have to approve any transactions remain concerned about declining competition in the cellphone market, and election-year politics could complicate things further.

The talks between AT&T and other wireless providers show the pressure AT&T is under to line up spectrum. Its larger competitor, Verizon Wireless, said in December it would pay $3.6 billion to buy one of the last large swaths of unused airwaves in the U.S. from several cable companies. That deal still needs approval from the Federal Communications Commission.

AT&T Chief Executive Randall Stephenson last month expressed frustration with the FCCs reviews of mergers and acquisitions as wireless companies wait for the government to put more spectrum up for auction. "To meet customer demand, we have to continue our push to add spectrum in the open market," Mr. Stephenson said on the conference call with analysts.

AT&T and the FCC also have scuffled over how the agency determines when a company has too much spectrum and what restrictions it can impose on future auctions.

AT&T was counting on the acquisition of T-Mobile, which would have merged the country's second and fourth largest cellphone providers, to help solve its spectrum constraints. But the Justice Department and the FCC said the deal would lead to higher prices and less innovation.

AT&T insists it needs new spectrum, though the company says it has enough access to the airwaves to deploy its fourth-generation mobile broadband network this year and next.

A fresh source of spectrum could be federal auctions of spectrum currently used by television broadcasters. Such an auction would be authorized by Congress in legislation that was still being hammered out on Wednesday to extend the payroll-tax cut.

Acquiring Leap Wireless, which operates the Cricket brand of prepaid service and is the nation's sixth-largest wireless carrier, is one possibility AT&T is studying, the people familiar with the matter said.

The two sides have been engaged in talks about a potential deal, which could give AT&T access to spectrum in dozens of markets valued by J.P. Morgan Chase & Co. analysts at about $2.1 billion. Leap's market capitalization is $686 million.

The two parties had positive talks last year when AT&T was looking to sell off some assets to try to gain regulatory approval for the T-Mobile transaction, people familiar with the matter said.

As a result, AT&T sees a Leap deal as more possible than some of its other options, the people said. However, Leap's spectrum holdings are relatively small and don't cover the whole country, meaning AT&T would likely need more to satisfy its long-term needs, the people added.

AT&T is also exploring how it might gain access to spectrum controlled by satellite TV operator Dish, people familiar with the matter said. Dish has indicated to AT&T that it doesn't want to sell spectrum outright and wants to build out a high-speed wireless broadband network of its own, the people said.

Dish still could pursue joint ventures or network sharing agreements, whether with AT&T or another party such as T-Mobile, the people said. Dish could also decide not to pursue any deal.

Last year, Dish bought two satellite operators, DBSD North America and TerreStar Networks, out of bankruptcy for $2.8 billion. Dish is awaiting an FCC ruling on whether it can use the satellite operators' spectrum to support devices that only connect to terrestrial networks.

Trying to acquire prepaid wireless carrier MetroPCS, the country's fifth-largest cellphone operator, is also an option AT&T is considering, but is seen as less of a possibility because the relationship between the two companies has soured in recent months, the people familiar with the matter said.

MetroPCS openly opposed the T-Mobile deal, and discussions with AT&T about possibly buying assets that would have been divested had the deal happened didn't go well, partly because of demands made by MetroPCS, the people said.

Both MetroPCS and Leap are providers of cheap, no-contract cellphone service that's popular in some urban areas and among young people. Unlike T-Mobile, the companies don't have any of the contract-based cellphone subscribers that are AT&T's bread and butter—making an integration with AT&T tricky.

Write to Gina Chon at, Anton Troianovski at

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From: Bill Wolf2/16/2012 9:09:51 AM
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Augmented Reality Actually Becoming One (Video)
Published on February 16, 2012
by Ina Fried
A year ago, even proponents of augmented reality were talking more about the potential of the technology than its adoption.

These days though, the technology is making its presence felt. Augmented reality apps are adding another layer to all kinds of real-world objects from toys to magazines to even Heinz ketchup bottles that offer up recipes to anyone with a smartphone.

“It’s happening,” said Jay Wright, a senior director at Qualcomm. “We’ve hit this inflection pont of adoption.”

Taco Bell has a game that can be played by pointing a phone at its meal boxes. Qualcomm is working with Sesame Street on an interactive playset that allows figurines of Bert and Ernie to come to life when captured by a smartphone. A museum in San Diego is using augmented reality to show how magnetism works.

“You can’t see magnetic fields,” Wright said.

Marketing remains the big driver for augmented reality. Total Immersion, another player in the space, recently launched a big campaign for Tic Tac that turns the boxes for the candy into a game when paired with a smartphone and the companion app.

“It’s truly a national campaign and the client is supporting the app with a multi-million dollar ad campaign,” Total Immersion CEO Bruno Uzzan said in an interview. “It shows that the market is maturing”

Augmented reality is also useful for doing things like allowing virtual try-ons and interactive product manuals, such as this app that helps when installing a new flat-panel TV.

“For the first time augmented reality is not being associated with (something) gimmicky and starts being associated to return on investment,” Uzzan said.

One of the catalysts for Qualcomm’s efforts, Wright said, was when it opened its developer kit up to the iPhone.

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From: Jim Mullens2/16/2012 9:11:08 AM
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Nvidia falls on chip shortage, lowered Tegra outlook

7:27 am ET 02/16/2012 - Reuters

Feb 16 (Reuters) - Shares of Nvidia Corp slipped 6 percent before the bell on Thursday, after it scaled back sales expectations for its Tegra 3 processors used in mobile devices and warned that delays at its contract manufacturer were hurting sales of its PC graphics chips.

The company, once known for graphics cards, has stepped up its presence in the smartphone and tablet market as it takes on industry leaders such as Qualcomm and Texas Instruments .

On Wednesday, Nvidia said its cutting-edge 28-nanometer chips were in short supply as its contract manufacturer TSMC adapted to the new technology and warned that a hard drive shortage caused by the Thailand floods would keep the PC industry from growing this year.

Nvidia backed away from the $1 billion sales estimate that it had set for its Tegra 3 processors for 2012 a few months ago. It now expects sales to grow at at least 50 percent this year, suggesting about $540 million in sales.

"We wish in the future the company did not put such aggressive targets out there, such as the one around Tegra, or risk losing additional credibility," BMO Capital Markets said in a research note to clients.

The brokerage has a "market perform" rating on Nvidia's stock, which fell to $15.20 in trading before the bell.

The shares, which had risen to their highest levels in eight months, closed at $16.15 on Wednesday on the Nasdaq. (Reporting by Sayantani Ghosh in Bangalore; Editing by Roshni Menon)

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