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To: Jon Koplik who wrote (111604)5/1/2012 6:47:09 PM
From: badger3   of 117477
 
What's the over/under for the number of times Qualcomm will be mentioned during the BRCM conference call?? 3 maybe 4??

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From: slacker7115/1/2012 7:08:53 PM
9 Recommendations   of 117477
 

Reviews for the HTC One X for AT&T are out. Absolutely awesome reviews for the MSM8960.

engadget.com 

Performance and battery life
Comparing a carrier-sanctioned device to its SIM-free counterpart often results in disappointment. Processor swaps and operator-imposed software tweaks don't usually mix well when it comes to performance (AT&T's Galaxy Note comes to mind). Well, you can rest easy: AT&T's One X bucks this trend and feels just as blazingly fast as the global model, if not brisker. In our benchmarks it beat the Tegra 3 variant in almost every test, with scores matching the Snapdragon S4-equipped One S in each category. All told, it's quite possibly the speediest handset we've ever played with.


Even with LTE enabled, battery life is noticeably better on AT&T's One X than on the foreign version. This was a sticking point in our original review, so we're extremely pleased with the improvement. We recorded eight hours and 55 minutes in our video loop rundown test with the screen set to 50 percent brightness -- most folks will have little trouble getting a full day's use from the 1,800mAh cell. Call quality was decent, but LTE performance exceeded our expectations with peak speeds of 35.7Mbps down and 23.5Mbps up (!) -- the fastest results we've ever recorded on an LTE device.


snip......................................................

Wrap-up

At $199, this is the best subsidized Android phone in the US today.
By now you're probably asking yourself, is AT&T's One X really better than the global model? Yes, absolutely -- assuming you can live with the carrier's software tweaks and bloatware. At $199, this is the best subsidized Android phone available in the US today. It arguably dethrones Samsung's mighty Galaxy Note as AT&T's flagship device by combining Ice Cream Sandwich, a faster processor and a more efficient LTE radio. The only alternative, if you can afford it, is to import the unbranded, unlocked Canadian version of the One X, which is also compatible with AT&T's LTE bands.

http://www.anandtech.com/show/5779/htc-one-x-for-att-review/8


The Qualcomm Snapdragon S4 (MSM8960, "Krait") SoC is easily the fastest or among the fastest on the market today. Android feels very smooth and snappy on the AT&T One X. Applications load quickly, as do web pages. Although the GPU isn't all that new, GPU performance is still quite good. The big draw however is the power efficiency of the hardware platform. In many cases the AT&T One X delivers either the best or among the best battery life of any smartphone we've tested.

For those of you wondering about the Snapdragon S4 vs. Tegra 3 comparison, the answer is pretty simple. It's very difficult to tell the performance difference between these two SoCs in day to day usage. Qualcomm has the scalar performance advantage, while NVIDIA has the heavily threaded performance advantage. On the GPU side, there's likely an NVIDIA advantage there as well. However in practice, you'd be hard pressed to tell the international (Tegra 3) One X and AT&T (S4) One Xes apart based on performance. Battery life however is a different story entirely. Today, the AT&T One X offers tangibly better battery life than the international version. There are software updates on the way for the One X (Tegra 3) that may narrow the gap, but we'll have to wait and see.



Slacker

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To: A.J. Mullen who wrote (111605)5/1/2012 7:11:37 PM
From: Maurice Winn2 Recommendations   of 117477
 
One of the drawbacks of mirasol is resolution. So it's better in bigger devices at present. The big Galaxy screens, or even bigger, would be a starting place rather than smaller screens. Personally, I'd prefer something about paperback book size. That's a time-honoured size for portability.

There was probably more to the delay than simply production capacity [I guess] or they could have had factories under construction a couple of years ago.

Motorola or somebody will get a big jump on the others by being the first to commit to scale on mirasol. If production capacity is an issue, then some company might be brave and sign up for all the mirasol that can be produced in that size. Then watch the others scramble to get on the bandwagon, which will also be great for margins.

I'm sure Nokia, Motorola, HTC, Apple, Huawei, or Samsung, must be wanting to be first. They will be well aware of the opportunity [or their development people should be fired]. It's a viciously competitive market in the DeVice business as RIMM and Nokia have learned to their horror. Motorola, L M Ericsson, Philips, Sony, Alcatel, and others learned long ago that they could be roosters one year and feather dusters the next.

The old idea of having just one cellphone has long gone. Having one that specializes in outdoors, but works well enough indoors, would make sense for people who spend much time in daylight. When you are kayaking down the Colorado River, you will want a mirasol, which is also waterproof. Maybe it will need Globalstar too though there must be quite a crowd of people on the river these days, so there is likely terrestrial coverage.

Mqurice

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To: Maurice Winn who wrote (111609)5/1/2012 8:29:45 PM
From: A.J. Mullen3 Recommendations   of 117477
 
Having one that specializes in outdoors, but works well enough indoors, would make sense for people who spend much time in daylight.

That's my point. Outdoors, I'd be happy to be able to find numbers and see who's calling, and the Kyobo screen's is way beyond that. I was relieved when I saw one 'in the flesh.' Not as good as the 'prototype' but better than I had expected. The difference seemed in the vividness rather than the resolution. A quick Google suggests the DPI of the Mirasol (231) is better than the IPAD2 (132) and older iphones, but worse than the Iphone 4 (326).

OT> Navigation on rivers is easy - it's a 1D problem. Globalstar didn't work too well when I last kayaked the Grand Canyon 4-5 years ago. Globalstar was working with reduced satellites, which I believe was temporary - but we were working with reduced sky, and that's permanent down there. Spot, using a phone as a terminal for text messages, would be the equipment I'd choose now.

Ashley

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To: badger3 who wrote (111607)5/1/2012 10:01:07 PM
From: kech   of 117477
 
Apparently BRCM said they were getting lots of interest since nobody wanted to use Qualcomm as a single source anymore given they can supply reliably. Something to that effect as reported on Fast Money CNBC.

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To: kech who wrote (111611)5/1/2012 10:16:40 PM
From: badger35 Recommendations   of 117477
 
nonsense. I'm sure they are interested in using BRCM to try to negotiate QCOM lower..but there is nothing that Q is short of that BRCM can supply.

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From: Bill Wolf5/2/2012 7:33:47 AM
1 Recommendation   of 117477
 
Broadcom’s Sales Forecast Tops Some Analysts’ Estimates
By Ian King - May 1, 2012

Broadcom Corp. (BRCM), a maker of chips that help mobile devices connect to the Internet, forecast second- quarter sales that may exceed some analysts’ estimates, lifted by increasing orders from smartphone makers.

Second-quarter revenue will be $1.9 billion to $2 billion, the Irvine, California-based company said today in a statement. Analysts on average estimated sales of $1.92 billion, according to data compiled by Bloomberg.

Broadcom is benefiting from demand for radio chips that let smartphones and tablets connect over Wi-Fi and Bluetooth signals. Customer Apple Inc. said last week it sold 35.1 million iPhones in the period, more than analysts estimated. Broadcom’s sales this quarter will be helped by demand for Apple’s iPad and cheaper phones made by other customers such as Nokia Oyj, said Ruben Roy, an analyst at Mizuho Securities USA Inc.

“The iPad assumptions are a little better than people were thinking,” said New York-based Roy, who recommends buying Broadcom shares.

Broadcom climbed less than 1 percent to $36.71 at the close in New York. The shares have gained 25 percent this year. The stock slipped 1.4 percent in extended trading following the report. The company’s sales forecast lagged behind some analysts’ highest estimates, according to Doug Freedman, an analyst at RBC Capital Markets.
First Quarter

First-quarter net income fell to $88 million, or 15 cents a share, from $228 million, or 40 cents, a year earlier, the company said. Sales rose less than 1 percent to $1.83 billion. Excluding certain costs, profit was 65 cents.

Broadcom was estimated by analysts to have first-quarter profit before certain costs of 55 cents a share on sales of $1.78 billion.

Under Chief Executive Officer Scott McGregor, Broadcom is moving into the market for so-called baseband chips used to connect phones to 3G cellular networks, an area dominated by Qualcomm Inc. (QCOM) The two companies are increasingly moving onto each other’s turf as they try to make chips that combine communications and processing functions, enabling smaller and more powerful phones.

“Things are looking rosier for our 3G business,” McGregor told analysts on a conference call today. While the company won’t get orders it had expected from Nokia Oyj for those chips this year, Samsung Electronics Co. and new customers are boosting demand, he said. He declined to identify the new customers.

Unlike Qualcomm, which said last month it was struggling to get all of the parts it needs from manufacturing partners, Broadcom isn’t yet selling chips made on the latest production technology, and therefore hasn’t suffered any shortfall of its own, McGregor said.

Apple accounts for about 13 percent of Broadcom’s sales, according to a Bloomberg supply-chain analysis. Samsung is its second-largest customer, providing about 10 percent of revenue.

To contact the reporter on this story: Ian King in San Francisco at ianking@bloomberg.net

To contact the editor responsible for this story: Tom Giles at tgiles5@bloomberg.net

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From: Bill Wolf5/2/2012 7:58:57 AM
   of 117477
 
Samsung Aims to Get in Touch With Media Players
By WALTER S. MOSSBERG

Here's a shocker: Not everyone wants to buy a smartphone.

Parents, for example, often balk at paying high monthly cellular-data bills for their teens and tweens and would rather they stick with simpler phones, if they have phones at all. And even some adults prefer simpler, less costly phones.

For a lot of these users, a popular solution has been what's called a connected media player: essentially a smartphone without cellular voice and data access, and without the monthly cellular bill. And the king of that category has been Apple's iPod Touch, which starts at $199. A Wi-Fi-only device, the Touch looks like a thinner iPhone, with the same high-resolution 3.5-inch screen. It runs most of the same apps, handles email and Web surfing, and is a very capable hand-held game machine, music and video player, and photo viewer.

Samsung is going after Apple's Touch with a new connected media player sporting a similar-sized screen. The Galaxy Player 3.6 is essentially a smartphone without the phone.. WSJ's Walt Mossberg gives us the details.

Now Samsung, Apple's biggest rival in the smartphone arena, is going after the Touch with a new connected media player sporting a similar-sized screen, the Galaxy Player 3.6. But Samsung is charging about $50 less—$150. And in about 10 days, it'll launch a second model, the larger Galaxy Player 4.2, for $200. Both devices run on a year-old version of Google's Android operating system.

Samsung dipped its toe into this market last year with earlier Galaxy Players, but they were mostly ignored by consumers, partly because of bulky designs and high prices. Now, the Korean giant is doubling down with more compact and affordable models.

I've been testing the Player 3.6 for the past few days and comparing it with the latest iPod Touch. The Samsung has some advantages, such as a camera that takes better still pictures, an FM radio and expandable memory. But overall, it feels like a cruder device than the Touch. Its much lower screen resolution made text, video and images look grainy compared with those on the Touch, and its bulkier plastic case felt flimsy compared with the glass and stainless-steel case on the Touch, which uses Apple's latest OS.

Still, for some people, especially parents buying for their kids, the Galaxy Player 3.6 may be good enough, especially since it costs 25% less. Its price advantage is even a bit better, because it comes with a charger, something the Touch doesn't include. And its included earbuds are the in-ear type, with a microphone and play-pause button, which the included Touch earbuds lack.





Samsung Among the features the Samsung Galaxy Player 3.6 has: FM radio and earbuds with a microphone and play-pause button.

Even though the Galaxy Player isn't a cellphone, it can make voice and video calls, and send text messages over the Internet when you're in Wi-Fi range. Just like the Touch.

Samsung insists the $200, 4.2-inch model will be a closer competitor to the Touch. I didn't get a chance to put this model through its paces. But I did get to play with one for about an hour. Its screen resolution is much higher than its sibling's, though still well below that of the Touch. It also has front-mounted stereo speakers that sounded great—better than the Apple's speaker. And some users will prefer its larger screen.

Even the entry-level Samsung model might be considered an alternative to Apple's, especially by prospective buyers who are price-conscious or prefer Android, or who want some Samsung features the Touch lacks. The Galaxy Player 3.6 is about 34% thicker, 8% heavier than the Touch, and is also longer and wider, but it is still comfortable in the hand and the pocket.

I tried music, videos, photos, games, email, Web surfing and third-party apps like Netflix and "Angry Birds" on the new Player. All worked fine, as did a movie I rented from Google's online store, recently renamed Google Play from Android Market. To get media from a computer onto the Player, Samsung recommends plugging it in via a cable and dragging the files manually into specified folders on the device. This worked for me, but was tedious.

Samsung offers a Windows and Mac program called Kies that automates the transfer process. But in my tests, only the Windows version was able to work with the Player I was using.

The 2-megapixel rear camera on the Player 3.6 was better at still photos than the one on the Touch, but worse at videos. Still, neither comes close to matching the superb cameras in smartphones like the latest iPhone or the Android-based HTC One.

The Player 3.6 has an unusual feature: It can be paired with a cellphone—even an iPhone—via Bluetooth, and can be used to answer (not place) calls. In my tests, this worked, but I can't imagine using it very often.

Like the base $199 Touch, the $150 entry-model Player comes with 8 gigabytes of internal memory. But, unlike the Apple, you can expand its memory with an extra-cost memory card, up to 32 gigabytes. Apple offers higher-priced Touch models with 32 GB and 64 GB of sealed-in memory.

I didn't do a formal battery test, but Samsung claims the Player 3.6 gets 30 hours when playing audio and six hours when playing video. Apple claims 40 hours for audio and seven hours for video on the Touch. In my use, the Samsung's battery held up nicely, and the battery is removable.

Overall, the new Galaxy Player 3.6 is worth a look if you're in the market for a device with many of the features, but not the monthly costs, of a smartphone, especially if you're on a budget and can live with the poor screen resolution.

—Find all of Walt Mossberg's columns and videos at the All Things Digital website, walt.allthingsd.com. Email him at mossberg@wsj.com. A version of this article appeared May 2, 2012, on page D1 in some U.S. editions of The Wall Street Journal, with the headline: Samsung Aims to Get In Touch With Media Players.

Copyright 2012 Dow Jones & Company,

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To: A.J. Mullen who wrote (111605)5/2/2012 8:02:14 AM
From: slacker7112 Recommendations   of 117477
 
The explanation I was given was that cell-phones sell in large numbers, demanding greater production facilities which haven't been available until the new plant comes online.


I dont think that the management explanations that we have heard over the years matches the above. I know that I have heard at least a few times that actual improvements are required in Mirasol displays before they will be launched into smartphones. I have always assumed that means better color quality, but it is possible that it is something else.


Here are some notes that Jim took from an analyst conference in August. Unfortunately the underlying stream is no longer available.


Message 27623295


Mirasol-- BK @ Oppenheimer 16 min mark ~ 3 min of 30 min fireside chat. (my 8/12/11- post)

Question on update of MIRASOL progress

+ Still in development stage / excited but difficult to predict certain events

+ Introduction of commercial devices moved out a bit

+ Upped level of performance requirements that they want to see in 1st commercial devices

+ targeting e-books initially

+ fab capacity today fairly low, not looking for high volume initially. Want to get good learning curve progress 1st b4 high volume operation

+ optimistic w/ strong interest from potential customers

+ big opportunity if can improve technology and get into smartphones

+ more of a challenge to have display operate in small form factor / smartphone, than in larger e-book type displays.

+ began year forecasting ~ $200M operating loss, somewhat less last year. Put more capacity into e-book facility with depreciation expensing.

+ if can successfully get to volume operation, should show good returns in out-years.
+ began year forecasting ~ $200M operating loss, somewhat less last year. Put more capacity into e-book facility with depreciation expensing.

+ if can successfully get to volume operation, should show good returns in out-years.

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From: Bill Wolf5/2/2012 8:05:28 AM
1 Recommendation   of 117477
 
Mobile Device Sales Lag For Motorola Mobility

By GREG BENSINGER Motorola Mobility Holdings Inc. on Tuesday posted a wider first-quarter loss after selling 4.3% fewer mobile devices compared with the year-earlier period.

Motorola, which is awaiting approval to be bought by Google Inc. for $12.5 billion, sold 8.9 million smartphones, feature phones and tablet computers, down from 9.3 million.






Bloomberg News Motorola's smartphone sales, like the Motolux, shown, increased by 24%.

However, it boosted its smartphone sales by 24% to 5.1 million, helping it raise net mobile-device revenue by 3.1%.

Motorola said its deal with Google is stalled for now in China. The sale has been cleared in the U.S. and Europe, the company said, adding that it still expects to close the transaction within the next two months.

Motorola reported a first-quarter loss of $86 million, or 28 cents a share, compared with a year-earlier loss of $81 million, or 27 cents a share. Excluding merger-related costs, amortization and stock-based compensation, the per-share loss narrowed to three cents from a year-earlier eight cents.

Sales in Motorola's set-top business declined 2.2% to $884 million and the unit had an operating profit of $68 million. The Libertyville, Ill.-based company said its mobile-device division had a wider operating loss of $121 million.

Overall revenue rose 1.5% to $3.08 billion.

Motorola's portfolio has helped the company win two favorable preliminary decisions in recent months from the U.S. International Trade Commission, which ruled against separate patent challenges from Apple Inc. and Microsoft Corp. over some of its smartphone features.

In February, Immersion Corp. filed complaints with the ITC alleging that some of Motorola's smartphones based on Google's Android software infringed patents related to Immersion Corp.'s touch-screen technology.

Write to Greg Bensinger at greg.bensinger@dowjones.com



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