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To: pyslent who wrote (34837)	5/15/2003 12:19:55 PM
From: slacker711	of 117519

The only issue that I wish QCOM would elaborate on is the status of wCDMA. As a stockholder, the most reassuring news that i ever heard from IJ was when he mentioned last year that there was nothing wrong with wCDMA beyond new technology growing pains. I agree completely with the above sentiment. I doubt that they will ever do it but I wish they would give a breakdown of the amount of royalties they are receiving from W-CDMA. They should track the infrastructure royalties against a chart showing the number of current basestations and the number that will eventually be needed. Also, a detailed look at Qualcomm's chipsets vs. their various competitors would be a great way to show how their expertise in CDMA is helping with W-CDMA. Last but not least, giving a roadmap on the various technical problems that W-CDMA is having and some idea of when Qualcomm thinks they might be solved. Qualcomm really needs to show that W-CDMA is for real and that they believe that it will be widely available by the end of '04. Unfortunately, I have a feeling that Qualcomm is going to spend their analyst meeting on rebutting the TI/Nokia chipset challenge. Slacker

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To: slacker711 who wrote (34893)	5/15/2003 12:30:37 PM
From: waitwatchwander	of 117519

>>>> The platform is BREW capable. It didn't sound like the initial implementation of the chipset would have BREW. Kornfields's comment was that he believed ALL platforms were BREW capable so that makes their platform also BREW capable. However, other matters (like sampling a basic chip) are of more immediate concern. >>>>> new phones can be expected from Nokia. The new phones from Nokia have already been announced. Other than the model they shipped late last year, Adam Good side-stepped the question about how many models have been shipped and how they have been received in the market. It sounded to me like all the other models are still in the pipeline and it was unclear if any of them are expected to hit the shelves before phones based on the MSM 6050/6100. Is the inventory "issue" working it's way forward and getting ready to hit other folks in the ass(for a change)? The most interesting parts of the call were the obvious and numerous royalty and licence questions and, of course, the cautious answers. I guess negotiations have yet to be completed and they're also saving some of the excitement for an "upcoming product announcement". Boy, we use to get wacked by PR announcing pending product. Now we're getting wacked by PR announcing collaboration to develop pending product. What's next an announcement of a intent to collaborate on a pending arrangement to develop a pending product? Are Qualcomm's competitors moving forward or backward? Sure is a crazy world.

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To: Art Bechhoefer who wrote (34892)	5/15/2003 12:41:08 PM
From: rkral	of 117519

Art, re "one can infer from the statement that the so-called chip will contain several modules, whereas QCOM chips combine many of these functions to produce what presumably will remain a lower cost chip with better performance .." OK. So the "so-called chip" is really a chip set. Well, Qualcomm sells chip sets too. The MSM6100 chipset is comprised of baseband, r-f transmit, r-f receive, and power management chips. That sounds quite equivalent to "TI will build the digital baseband, ST will bring in the radio frequency module and the power-saving chips, while Nokia provides modem design, CDMA expertise and handset design" ... ... when you consider that modem design and CDMA expertise are contained in the baseband chip .. and the handset design portion is irrelevant. And it is not clear to me that Qualcomm would still have a radioOne advantage. Regards, Ron

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To: waitwatchwander who wrote (34903)	5/15/2003 1:14:06 PM
From: slacker711	of 117519

It was asked about and the STM fellow mentioned that ZIF would come later (ie 2004). I even got the impression that the 1st version of their complete solution was going to be multi-chip (TI Baseband, STM RF and Power Mgt coupled with Nokia protocol stack software). The multichip solution is exactly how Qualcomm does it. The difference is that ZIF allows them to get rid of the SAW filters....which are supplied by companies like Sawtek (now owned by Triquint). The other big difference is in Q's tiered chipset strategy. They have stripped down chipsets that will compete with TI's offering on the low-end....but also have much more integrated offerings on the high-end. The MSM6100 integrates bluetooth, gpsONE, and a Java accelerator. You can do all of those things with separate chips but it comes at a cost....in terms of price, power, and boardspace. Doesn't Qualcomm's IP cover such software? Any thoughts on that matter? I would think that it does....but it seems to get pretty complicated once you include the fact that TI has a royalty free license. If ST was making the baseband it might be more clear cut....but I'm less sure with TI. Either way, it doesnt make much of a financial difference to Qualcomm....5% just isnt that much when you are talking about chipsets. Slacker

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