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To: Jim Mullens who wrote (110756)4/2/2012 12:18:06 PM
From: brokenst0nes
   of 145520
Galaxy Mini and Ace have been upgraded with faster CPU, new models are S5570i and S5830i. Both have BCM21553, like Galaxy Y model. No idea how accurate pdamaster might be.

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To: brokenst0nes who wrote (110849)4/2/2012 12:32:40 PM
From: JeffreyHF
   of 145520
The BCM21553 is a 65 nm HSDPA/HSUPA baseband. Which CPU is in those two Samsung products? Samsung Exonys?

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To: Bill Wolf who wrote (110821)4/2/2012 12:36:36 PM
From: Art Bechhoefer
   of 145520
MKM's analyst Daniel Berenbaum has been consistently negative on SanDisk for at least three years, during which time earnings soared and the share price more than doubled, despite his view that the stock price would sink.

His latest analysis is factually incorrect and not credible. If you look at NAND flash bit growth per unit and look at the main applications – smartphones and tablets – you will see a tremendous surge in demand, both in bits per unit and total units sold. As to the notion that supply is outstripping demand, that is also questionable because, historically speaking, NAND demand is highly elastic: When the price goes down, demand increases. Berenbaum has been consistently wrong over the years in asserting that a drop in price per bit means lower profit margins. It may mean that for the also rans, but not for the technology leader, which in this case is SanDisk, by a wide margin.

As the financial reports from SanDisk reveal, quarter after quarter, and year after year, the drop in price for the NAND units made and sold by SanDisk has been less than the drop in cost, even adjusted for the gain in the value of the Japanese yen last year. Thus, SanDisk's product margins have remained very healthy, augmented by patent royalties from other producers. None of this sways Berenbaum's analyses, which may have a different agenda. . .

One area where Berenbaum may be correct, however, is that iPad customers prefer buying the models with less NAND flash, but that is probably due to Apple pricing its higher memory models in a manner that lets Apple make huge profits on its NAND purchases alone. Pay $100 more for 32GB additional memory? Doesn't look like a bargain to me.

As to the impact on QCOM, the Berenbaum analysis also may be misleading. Because smartphones and tablets are clearly on the ascent, and their growth rate outstrips overall demand in their respective markets, Berenbaum is underestimating the growth in the area directly addressed by QCOM products, as well as royalties on QCOM IP. Oh well, that's just par for Barenbaum's course.


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To: JeffreyHF who wrote (110850)4/2/2012 12:51:03 PM
From: brokenst0nes
   of 145520
All publicly announced basebands from Broadcom have integrated AP. These are mid/low end handsets.

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From: leochardonne4/2/2012 12:57:05 PM
2 Recommendations   of 145520
Qualcomm: the hidden play on China smartphones
By Emerging Money

Most of the buzz around the Chinese telecom stocks concentrates on handicapping the Apple ( AAPL , quote ) factor: who has the real iPhone or the iPad, who wants these hot products, how well they're selling. But there's a hidden trade riding all these devices -- whether they're bootlegs or not.

Qualcomm ( QCOM , quote ) makes the chips that put phones and tablet computers on the CDMA wireless networking standard. It doesn't matter who builds the device, if it works on a CDMA network, Qualcomm gets a cut of maybe $6 out of a $200 retail price.

This means that whether AAPL, Nokia ( NOK , quote ), Motorola, Samsung, ZTE ( ZTCOY , quote ) or anyone else sells the device, QCOM racks up incremental revenue.

Traders are familiar with how this proposition works in the U.S. phone market, but the analysts at Trefis recently had the idea of taking the story to China.

They point out that every Lumia phone from Nokia and every iPad or iPhone pumping out of Apple incorporates QCOM chips. And 20% of the world's smartphones go to China as that country's 1 billion mobile users start dumping their voice-only handsets and getting online.

Manufacturer by manufacturer, QCOM wins where Apple wins, so watch Apple's sales reports and build the numbers into your models of how well the notoriously analyst-shy chip maker is doing in China

But QCOM also wins when Nokia sells one of its Windows-enabled Lumia phones. And with Samsung on board -- and local Android favorites ZTCOY and Huawei signing massive supply contracts -- QCOM has that operating system covered as well.

Just between those five vendors, QCOM has a claim on maybe 75% of the Chinese smartphone market.

Likewise, in terms of the individual Chinese carriers, the potential is vast and only slightly less universal.

CDMA technology is deeply integrated into the 3G network that China Telecom ( CHA , quote ) runs, so essentially all of its maybe 36 million data customers need Qualcomm chips.

China Unicom ( CHU , quote ), on the other hand, dumped its CDMA network entirely, so whenever CHU signs a new account, QCOM may or may not make money -- it depends entirely on the phone maker's choice of chips.

And China Mobile ( CHL , quote ), the biggest of the "big three" and the most extensive wireless network on earth, is more controversial. While QCOM argues that its patents drive the China Mobile 3G standard, the claims have yet to be really tested.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.

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To: brokenst0nes who wrote (110852)4/2/2012 1:01:20 PM
From: brokenst0nes
   of 145520
Might as well add this one to list of Sammy handsets with BCM21553.

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To: brokenst0nes who wrote (110854)4/2/2012 1:48:31 PM
From: mindy1968
6 Recommendations   of 145520
I don't care how many models Samsung makes. I have never had a worse phone than the Samsung Omnia. It was a nightmere and I would never buy another Samsung phone. I loved my KYOCERA, the Palm was a pain but the IPhone is the ultimate in being user friendly and always working. And ditto for the IPad. My next computer will be Apple.

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From: mindy19684/2/2012 4:31:06 PM
   of 145520

Qualcomm Incorporated (NASDAQ: QCOM) Second Quarter Fiscal 2012 Earnings Release and Conference Call Press Release: Qualcomm Incorporated – 29 minutes ago

SAN DIEGO, April 2, 2012 /PRNewswire-FirstCall/ --

Qualcomm Second Quarter Fiscal 2012 Earnings Release

  • The second quarter fiscal 2012 earnings release will be issued on Wednesday, April 18, 2012 at approximately 1:00 p.m. Pacific Time (PT).
  • After the release has been issued, Qualcomm Investor Relations representatives will not be available to return phone calls until the conclusion of the conference call at approximately 3:00 p.m. PT.
      Qualcomm Conference Call

    • Wednesday, April 18, 2012 from 1:45 p.m. to 2:45 p.m. PT.
    • Live web cast available on
    • Questions during the live call will be taken from investment professionals only.
        Rebroadcast of Conference Call

      • To hear the rebroadcast U.S. callers may dial (855) 859-2056 and international callers may dial (404) 537-3406. The rebroadcast will be available from April 18, 2012 beginning at approximately 5:30 p.m. PT through May 18, 2012 at 9:00 p.m. PT.
      • Please use reservation number 64261105.
      • A replay of the web cast will also be made available on shortly after the conclusion of the conference call.
          Financial and statistical information to be discussed in the conference call will be posted on Qualcomm's Investor Relations web site at immediately prior to the commencement of the conference call.

          The conference call will include a discussion of non-GAAP (Generally Accepted Accounting Principles) financial measures. Information reconciling these non-GAAP financial measures to Qualcomm's financial results prepared in accordance with GAAP will be posted on Qualcomm's Investor Relations web site at immediately prior to the commencement of the conference call.

          Historical news releases and financial documents are available on the Company's web site at

          Qualcomm Contact:
          Warren Kneeshaw
          Vice President, Investor Relations
          ph: (858) 658-4813

          [iframe style="WIDTH: 61px; HEIGHT: 22px" src="" frameBorder=0 allowTransparency scrolling=no][/iframe] @yahoofinance on Twitter, become a fan on Facebook [iframe style="WIDTH: 90px; HEIGHT: 24px" src="" frameBorder=0 allowTransparency scrolling=no][/iframe]

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          To: smooth2o who wrote (110833)4/2/2012 4:40:04 PM
          From: Maurice Winn
          3 Recommendations   of 145520
          Asus dockable phone and keyboard. Looks good. Qualcomm inside. No mirasol.


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          To: Art Bechhoefer who wrote (110851)4/2/2012 4:56:50 PM
          From: Maurice Winn
          3 Recommendations   of 145520
          Art, it's funny how you can write that, such a short time after 32GB of memory was unimaginable: <Pay $100 more for 32GB additional memory? Doesn't look like a bargain to me. > I paid big heaps for 40 megabytes only 23 years ago. How long will it be before terabytes cost nearly nothing?

          They are already free in that I ask Google something, and it racks It's brains for a second or two, searching vast tracts of memory which must be in googol quantities these days, then gives not just the right answer, but associative-thinking answers too.
          kilobyte, megabyte, gigabyte, terabyte, petabyte, exabyte


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