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From: mindykoeppel11/13/2008 7:35:25 AM
   of 122431
 
Qualcomm Doubles Computing Power of Snapdragon With New Dual-CPU, Single-Chip Solution
Thursday November 13, 7:30 am ET
- Company Introduces 45nm Chip with Two Integrated Computing Cores Running up to 1.5GHz for Next-generation Mobile Computing Devices -

biz.yahoo.com

NEW YORK, Nov. 13 /PRNewswire-FirstCall/-- Qualcomm Incorporated (Nasdaq: QCOM - News), a leading developer and innovator of advanced wireless technologies and data solutions, today announced a new dual-CPU Snapdragon(TM) single-chip solution that extends the reach of the Snapdragon platform by targeting more advanced mobile computing devices. The QSD8672(TM) chip features two computing cores capable of up to 1.5GHz for greater processing capabilities, in addition to optimized battery life and a full range of 3G mobile broadband and peripheral connectivity capabilities found on all Snapdragon chipsets. Snapdragon-powered mobile computing devices combine the best of Smartphones and laptops, delivering advanced computing while enhancing the user experience with the always-on, connected characteristics of mobile handsets. Sampling is scheduled for the second half of 2009.
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"This new dual-CPU Snapdragon chip demonstrates our long-term commitment to helping our customers develop a wide variety of innovative, data-centric, mobile computing devices," said Luis Pineda, senior vice president of marketing and product management for Qualcomm CDMA Technologies. "With its exceptional computing power and improved energy efficiency, the QSD8672 chip allows us to enable more advanced devices that are essentially always on, always awake and always connected."

The dual-CPU QSD8672 solution, with two highly integrated computing processors running at speeds of up to 1.5GHz, is designed to enable new classes of wirelessly connected computing and pocketable computing devices and deliver significant enhancements to Netbook devices currently on the market. Having two processing cores allows the chip to deliver an enhanced computing experience with more instantaneous response and greater ability to run multiple applications concurrently. The QSD8672 also will provide these devices with greater functionality, particularly 3G wireless broadband through the Company's industry-leading integrated multi-mode modems including HSPA+ for up to 28 Mbps on the downlink and up to 11 Mbps on the uplink. The chip integrates GPS, Bluetooth®, 1080p high-definition video recording and playback and also supports Wi-Fi and mobile TV technologies such as MediaFLO(TM), DVB-H and ISDB-T. The integrated 2D and 3D graphics engines deliver device manufacturers the ability to offer products with display resolutions up to WSXGA (1440 x 900).

Together with radio frequency and power management chips, the QSD8672 provides a complete solution for mobile computing devices. Mobile computing devices running on the dual-CPU Snapdragon solution can offer displays from 9 to 12 inches in size with a form-factor that is smaller, thinner, lighter and quieter than laptops currently on the market. These devices also take advantage of integrated 3G connectivity and comprehensive peripheral connectivity capabilities, which complement and enable these portable form-factors. Running on Snapdragon chips also allows mobile computing devices to deliver powerful processing capabilities, transparent and reliable connectivity and exceptionally long battery life.


For more information on Snapdragon, visit:
qctconnect.com


Qualcomm Incorporated (Nasdaq: QCOM - News) is a leader in developing and delivering innovative digital wireless communications products and services based on CDMA and other advanced technologies. Headquartered in San Diego, Calif., Qualcomm is included in the S&P 100 Index, the S&P 500 Index and is a 2008 FORTUNE 500 company. For more information, please visit qualcomm.com.

Except for the historical information contained herein, this news release contains forward-looking statements that are subject to risks and uncertainties, including the Company's ability to successfully design and have manufactured significant quantities of the QSD8672 chip on a timely and profitable basis, the extent to which and pace by which Snapdragon-powered mobile computing devices are adopted, the Company's ability to successfully design and have manufactured significant quantities of CDMA and WCDMA components on a timely and profitable basis, the extent and speed to which CDMA and WCDMA are deployed, change in economic conditions of the various markets the Company serves, as well as the other risks detailed from time to time in the Company's SEC reports, including the report on Form 10-K for the year ended September 28, 2008.

Qualcomm is a registered trademark of Qualcomm Incorporated. Snapdragon and QSD8672 are trademarks of Qualcomm Incorporated. All other trademarks are the property of their respective owners.

This press release may reference 1X EVDO parts whose manufacture, use, sale, offer for sale, or importation into the United States is limited or prohibited by certain injunctions against Qualcomm. The reference to such 1X EVDO parts in this press release is not an offer to sell such parts and shall not be misconstrued as assistance in the making, using, selling, offering to sell or importation of such parts in or into the United States. Any device utilizing such 1X EVDO parts that are intended for sale to wireless carriers (other than Verizon) in United States markets must also utilize Qualcomm's hybrid mode alternative solution.


Qualcomm Contacts:
Carla Vallone, Qualcomm CDMA Technologies
Phone: 1-858-651-8557
Email: qctpublicrelations@qualcomm.com

Emily Kilpatrick, Corporate Communications
Phone: 1-858-845-5959
Email: corpcomm@qualcomm.com

John Gilbert, Investor Relations
Phone: 1-858-658-4813
Email: ir@qualcomm.com




--------------------------------------------------------------------------------
Source: Qualcomm Incorporated

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From: Bill Wolf11/13/2008 8:09:42 AM
2 Recommendations   of 122431
 
Qualcomm Pushes Beyond Cellphones

By DON CLARKArticle


Qualcomm Inc. is joining a race to deliver Internet access to people in emerging countries, with a plan that takes the chip maker beyond cellphones into desktop hardware.

The San Diego company, which is holding a meeting with analysts Thursday in New York, has developed a design for a home computing device that uses its cellphone chips rather than the components found in most personal computers. The goal is to bring Web access to places that have cellular data networks, but wired connections are unavailable or unaffordable.

Kayak, as Qualcomm's device is called, is expected to be plugged into a TV or computer monitor, and also requires a keyboard and mouse. Qualcomm is betting that, rather than run PC software, users will tap into Internet services that now serve as equivalents for some popular programs.


Qualcomm's Kayak device
"We are not calling it a computer," said Luis Pineda, senior vice president of marketing and product management for Qualcomm's CDMA Technologies unit. "It's a computing device that allows you to have Internet access."

Qualcomm plans to provide the design for Kayak to manufacturers that may sell the product or work with distribution partners. The company says trials of prototype units, manufactured by Taiwan-based Inventec Corp., will be conducted during the first quarter of 2009 in Southeast Asia.
Mr. Pineda said Kayaks are expected to cost less than $399, and pricing could be considerably lower if wireless carriers or other companies offer hardware subsidies in exchange for monthly service fees, a common practice in the cellular industry.

Low pricing will be essential to compete for customers in India, Africa and other locations that can't afford conventional PCs. One Laptop Per Child, a nonprofit group that designed a distinctive laptop for students in emerging countries, currently charges $200 to individuals who donate them. Intel Corp. cites a slightly higher starting price for its portable Classmate PC, though some configurations cost up to nearly $500.

NComputing, of Redwood City, Calif., charges $70 to $80 for terminals that allow multiple users to share one PC's computing power, said Raj Shah, its chief marketing officer. The closely held company -- which Wednesday unveiled technology that boosts the number of users that can share one PC to 11 from seven -- charges as little as $50 for its devices in large-volume purchases, he adds.

Qualcomm, though known for chips that manage communications and computing in cellphones, also is competing with Intel in technology for a new class of mobile devices for tapping into the Internet.

The company Thursday plans to discuss a more powerful version of a chip called Snapdragon for those products, available in the second half of 2009, which operates at a faster speed and has two processing units rather than one.

Qualcomm's chips use a microprocessor designed and licensed by ARM Holdings PLC, which can't run PC versions of Microsoft Corp.'s Windows operating system or application programs developed for it.

But Mr. Pineda said Kayak will use a Qualcomm operating system called BREW, and can run programs written for it -- including some games and software for playing music and videos.

NComputing's Mr. Shah noted that customers in emerging countries often want full PC capability, and that some rural areas may not have the broadband cellular coverage that Qualcomm's plans require. But he nonetheless welcomed Qualcomm's effort to get involved in spreading technology to poor people.

"The more the merrier," Mr. Shah said. "There is so much demand out there."

Write to Don Clark at don.clark@wsj.com

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From: mindykoeppel11/13/2008 8:36:36 AM
1 Recommendation   of 122431
 
BlackBerry Storm hits Nov. 21 at iPhone price

electronista.com

Verizon early on Thursday finally committed to a final release date and price for its version of the BlackBerry Storm. Initially announced over a month ago, the first touchscreen phone from RIM will be available on November 21st through the carrier and is conspicuously priced at the same $200 contract price as Apple's iPhone from rival AT&T after factoring in a $50 rebate. The cost difference is effectively a trade-off as the device drops the 8GB of storage and full multi-touch display in favor of a 3.2-megapixel camera with video capture, a dual-format CDMA and GSM radio, microSDHC storage and a touchscreen that "clicks" to produce physical feedback.
The equal pricing points to heavy subsidies on the BlackBerry, which is a closer match to the iPhone in hardware and so carries the same risk of softening earnings by pushing Verizon to absorb much of the up-front pricing in exchange for more lucrative customers, which will need to subscribe to a data plan alongside voice and thus pay their provider more each month.

Verizon is claimed by some sources to have deliberately forced out Wi-Fi from the Storm and may have done so to prevent subscribers from using a voice-only or low-end data plan to skirt around the company's 3G network. It also goes without the iPhone's tri-band 3G in what's believed a move to prevent customers from porting the Storm over to AT&T.

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From: ironair11/13/2008 8:40:13 AM
   of 122431
 
EU busts auto glass cartel ... peanuts compared with mobile cartel

fine of $1.12B | could also lead to private suits against the perpetrators ....

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WSJ - EU Hits Cartel Operator With $1.12 Billion Fine

~ By JOHN W. MILLER | online.wsj.com | BRUSSELS --

The European Commission slapped its biggest penalty yet on a single company for operating a cartel, fining French glass maker Saint-Gobain SA €896 million ($1.12 billion) for fixing the price of glass supplied to Europe's car manufacturers.

The fines handed out to four European glass makers totaled €1.36 billion and capped a surge in aggressive fines the European Union has issued to bust price-fixing cartels, from zipper and candle-wax manufacturers to brewers, under Neelie Kroes, the EU's antitrust regulator. Seven of the top 10 cartel fines the EU has levied have come in the past three years. Its ...

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FT -- Record EU fine for glass cartel

~ By Nikki Tait in Brussels and Peggy Hollinger in Paris | www.ft.com/cms/s/0/13780712-b125-11dd-8915-0000779fd18c.html | Published: November 13 2008 02:00 | Last updated: November 13 2008 02:00 --

Europe's largest cartel fine of €1.38bn ($1.7bn) was yesterday imposed on four leading glass manufacturers, after they illegally fixed the price of glass used in the automotive industry for five years.

France's Saint-Gobain will have to pay €896m, well in excess of a €560m reserve that it had set aside to cover an adverse finding in the case. The amount is a record fine by European regulators on a single company for price-fixing. Pilkingtonfaces a €370m penalty; Japan's Asahi Glass must pay €113.5m; and Belgium's Soliver faces a relatively modest fine of €4.4m.

"These companies cheated the car industry and carbuyers for five years in a market worth €2bn in the last year of the cartel," said Neelie Kroes, EU competition commissioner.

The financial implications of the European Commission's finding, which started with an anonymous tip-off and followed a three-year probe, may continue.

The decision could open the way for buyers of the glass - notably car manufacturers - to pursue private damages against the companies involved on the grounds that prices were illegally inflated.

Ms Kroes declined to quantify the impact of the cartel - which was developed in secret meetings at hotels and airports across Europe and controlled about 90 per cent of the European auto glass market - but suggested it was significant. The penalty on Saint-Gobain was particularly high because of its history of previous cartel offences.

That led to the latest fine on the company being increased by 60 per cent.

By contrast, Asahi, and its European subsidiary AGC Flat Glass Europe, benefited from a 50 per cent reduction because of its co-operation with the commission's investigation. Saint-Gobain attacked the penalty, describing it as "excessive and disproportionate", and said it would appeal to the top European courts.

The company also said it had given obligatory training for thousands of managers in competition rules.

But lawyers in Brussels said the record penalties did not reflect a change in commission policy.

*Three major producers of glass display screens used on laptops and mobile phones agreed to plead guilty yesterday and pay $585m in fines in a case the Justice Department described as one of the most far-reaching price fixing conspiracies it ever detected.

The Department of Justice said LG Display of South Korea, which will pay $400m in fines, and Chunghwa of Taiwan, which will pay $65m, would plead guilty to price fixing in the LCD market, while Sharp Corporation of Japan would plead guilty to conspiracy to fix prices in the specialised screens to three specific customers - Apple, Dell, and Motorola - and pay $120m in fines.

The DoJ has come under fire for what some critics say has been a lax antitrust policy in their review of controversial mergers.

President-elect Barack Obama is expected to set a higher bar for merger reviews, and has signalled unease with the consolidation of the media industry.

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From: ironair11/13/2008 9:53:09 AM
   of 122431
 
"4G Race-LTE takes upfront lead; too early to call?" (RCR)


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In the race to 4G, LTE takes upfront lead
Too early to call?

~ Allie Winter | RCR Wireless News | www.rcrwireless.com/article/20081112/WIRELESS/811119963/1099/in-the-race-to-4g-lte-takes-upfront-lead | November 12 2008 - 5:59 am EDT--


Above is a Verizon Wireless’ CDMA cell site. The provider plans to migrate to LTE.

The ever-evolving nature of the wireless market has its eyes set on so-called 4G technologies. These are expected to be higher-capacity networks based on Internet Protocol standards that will support wireless broadband speeds of up to 100 megabits per second. While there is no definition yet set for such 4G networks, despite the best PR efforts of certain camps, it appears the early winner is the Long Term Evolution standard, which has gained backing by most major wireless players around the world.

Making the move to LTE technology will require more than a simple migration for carriers; it’s a complete transformation. In order to get LTE up and running, wireless providers need to upgrade their radio access equipment to new infrastructure equipment, according to Chris Pearson, who heads the industry group 3G Americas.

“When you look at utilizing technology in a cellular environment, right now 1s and 0s are going through the air based on a wide-band CDMA network, but that changes as you go to LTE,” he said. “It’s really a major, significant upgrade of equipment on the radio-access side.”

Pearson also noted that the antenna will play a big part in LTE implementation. Pearson recommends carriers install MIMO (multiple input multiple output) equipment, saying that it will allow for multiple paths of radio access technology that will bridge to the device and back to the base station more efficiently.

Middle step

Both AT&T Mobility and Verizon Wireless have confirmed that they’ll be moving in the LTE direction. But as Verizon Wireless is a CDMA provider and AT&T Mobility is on the GSM side, their transition paths will be different or at least take place at a different rate. GSM carriers likely will take the step to upgrade to HSPA+ first, adding a bit of life to their existing 3G equipment. In fact, even some Canadian CDMA operators have said they’ll implement HSPA first, before going to LTE.

Looking at Canada’s choice to add the HSPA path in between, Anthony Berkeley, Director of LTE Strategy at Alcatel-Lucent, said that move will not become a major trend.

Operators will go straight from CDMA to LTE,” he said. “Does it make sense to put your subscriber base through that type of challenge? I don’t see that as an efficient move, given the time span.”

Phil Marshall, analyst with the Yankee Group, agreed, saying that for CDMA operators, it was not wise to add an extra step into the equation. Verizon Wireless is an example; it has chosen to go directly to LTE with no in-between technology upgrades.

“[I think carriers] should try and leap frog the competition and bring LTE as fast as they can to the market,” Marshall said.

For GSM carriers though, the extra step might make sense. Chris Pearson said upgrading to HSPA+ before moving to LTE is a smart migration path because the move will improve the network and allow carriers, such as AT&T Mobility, to spend incremental amounts of money.

“You can increase your technology performance without adding the hardware,” Pearson said.

“If I was a service provider and was on the GSM path, I’d run through the HSPA path for sure,” Marshall added. “The upgrade is going to be less [expensive] for HSPA+ and it gives me a longer and more financially satisfying . It also improves the immortalization of 3G infrastructure.”

Berkeley said even if LTE is a ways off, carriers must make LTE decisions now ensuring that the infrastructure equipment being installed will be able to handle multiple technologies while they move from 3G to 4G offerings.

“Operators want to ensure that anything they’re buying today will do LTE tomorrow,” he said. “[They need] to make sure that these networks work in harmony and operate well together.”

Backhaul concerns

New technology usually brings new challenges. Operators deploying LTE equipment will have to upgrade their backhaul solutions, Berkeley said, because the backhaul solution also must be IP-based.

“They haven’t really embraced IP as a backhaul solution until recently,” he said. “But it’s mandatory for LTE. They’re moving from ‘we’re thinking about it’ to the ‘have to do it’ mode.”

Recently, mobile operators have been turning to fiber for backhaul solutions and it has become popular throughout the United States. And while Marshall agreed that an IP backhaul solution will be necessary, he noted that fiber is also a wise choice, especially when carriers can benefit from it financially.

“If AT&T brings fiber to a tower, but there are three other tenants on that tower, it can lease to them,” he said.

Further, Marshall said pseudo-wires will become a trend soon because the solution will be capable of merging both legacy and next-generation technologies together into a single transport and converting them back out at the other end.

Money trail

LTE has yet to be seen. Industry analysts and professionals agree that the process will take some time, likely not popping up the way EDGE technology did a few years ago. Berkeley said there is a lot of work to be done, not just with trialing and testing, but in making sure the carriers understand how exactly to implement LTE into their networks.

“It’s more than just equipment,” he said. “It’s easy to get focused on the base stations, but it requires a lot of transition throughout your business.”

It also requires a lot of money. And there’s no doubt carriers will cough up the cash, but it could lengthen the timeline as operators likely want to make sure they have it right before throwing LTE into customers’ laps.

“You’re looking at hundreds and millions of dollars of investment,” Pearson said.

WiMAX proponents

And then not every wireless operator believes LTE is the best solution for deploying a 4G network. The new Clearwire Corp. is aiming for a time-to-market advantage by deploying WiMAX across its spectrum assets. To date, the new company has launched service in Baltimore, and plans to deploy in several markets, including Chicago, in the upcoming months.

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Motorola says it completed LTE sessions at 700 MHz

Motorola Inc. said it completed what it termed the industry’s first over-the-air LTE data sessions using 700 MHz spectrum. The Schaumburg, Ill.-based equipment vendor said it used its LTE Radio Access Test Network and its LTE eNode-B platform with a prototype device. Companies that won spectrum in the 700 MHz auction may use that band to deploy LTE technology.

“This field test shows the progress we’ve made in preparing to deliver a commercial LTE solution for testing ad early limited deployments in 2009,” said Darren McQueen, VP, Wireless Broadband Access Technology at Motorola.

The company said its sessions included mobile video streaming and other high data-rate applications. The tests were performed at Motorola labs and at an outdoor location in central Illinois.
--Tracy Ford

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To: slacker711 who wrote (81767)11/13/2008 10:04:11 AM
From: slacker711
   of 122431
 

The Snapdragon chip is cool, but I am amazed at that there werent more press releases. This event usually has multiple new announcements....and considering the absolute news drought out of Qualcomm over the last nine months, I figured that we were due for more than a couple of new things.

Here are the slides accompanying the presentations. I'm still going through them, but hopefully we'll get some more details on future chipset plans from here.

investor.qualcomm.com

Slacker

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To: slacker711 who wrote (81782)11/13/2008 10:17:42 AM
From: Dash of Reality
   of 122431
 
The Snapdragon chip is very impressive. All that computing power and low power consumption is going to attract some PC manufacturers. I believe the cost is considerably less as compared to INTC chips.

DoR

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To: Dash of Reality who wrote (81783)11/13/2008 10:24:24 AM
From: slacker711
   of 122431
 
All that computing power and low power consumption is going to attract some PC manufacturers. I believe the cost is considerably less as compared to INTC chips.

I think Intel will likely still have an advantage on performance, but Q should beat them on cost, price, size, and power consumption. The advantage that Intel has is Windows. Q is hooking its wagon to the various non-Windows OS's. We'll see how that plays out in the future but right now, Windows is out selling Linux by three to one on Netbooks. Of course, those Linux netbooks dont have chips that have the advantages that Snapdragon should have over Intel's Atom chips.

One thing is for sure, this is exactly the type of lucrative market that could provide a multiyear boost to Q's revenues and profits...but taking on the Intel/Microsoft duopoly will be no small task.

Slacker

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To: slacker711 who wrote (81782)11/13/2008 10:45:25 AM
From: Eric L
1 Recommendation   of 122431
 
Global UMTS Handset Marketshare

Interesting SA single data point ...

... from Steve Mollenkopf's presentaion at NY Analyst Day: Slide 5

Global UMTS Handset Marketshare (Q208)

1. Nokia 39%
2. Samsung 17%
3. Sony Ericsson 9%
4. LG 7%
5. Sharp 5%
6. Panasonic 4%
7. NEC 3%
8. Motorola 2%
9. HTC 1%
10. Sagem 1%
Others 12%

·
Source: Strategy Analytics, July 2008

tinyurl.com

Apple/Infineon will shake that up in Q3 estimates with ~11% share ...

- Eric -

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To: slacker711 who wrote (81782)11/13/2008 10:53:44 AM
From: data_rox
4 Recommendations   of 122431
 
Nokia from Altman's presentation - pages 16/17

•New long term agreement through 2022

•US $2.5B non-refundable payment to QC

•Nokia will pay ongoing royalties for its sales of CDMA, WCDMA, TD-SCDMA and OFDMA (including LTE and WiMax) subscriber products

•120 patent families assigned to Qualcomm (more than 850 patents and applications)

•Nokia agreed not to assert its patents against Qualcomm chipsets/software and certain other businesses (e.g., services)

•Nokia committed to limit the royalties that it charges Qualcomm's chipset customers for claimed essential GSM, WCDMA, CDMA2000 and OFDMA patents
----

•Nokia assigned 120 patent families to Qualcomm

•Assigned patent families are broadly filed worldwide and include more than 700 granted patents and more than 150 pending applications

•Assigned patents apply to a wide variety of technologies/standards, including GSM/GPRS/EDGE, WCDMA, CDMA2000 and OFDMA-based standards

301 granted GSM
105 pending GSM

507 granted 3G
117 pending 3G

192 granted 4G
52 pending 4G

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