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To: Jim Mullens who wrote (91663)5/16/2010 5:24:19 PM
From: Art Bechhoefer
1 Recommendation   of 147329
Is BREW profitable? Initially the rationale for BREW was to allow independent developers or sellers of applications or information to use BREW and pay a very small fee to QCOM for the use of BREW. This made sense, provided that there was enough demand to create a cash stream.

Initially QCOM did not charge for the use of BREW, hoping that it would catch on widely and eventually create the kind of demand that QCOM could tap. I have never seen any data or breakdown of QCOM revenue sources that would indicated BREW generates ANY sort of cash flow.

I now assume that the part of BREW that would automatically credit QCOM with a small fee for each download or data access event is not being used. Rather, it appears that BREW capability in a QCOM chip enhances the profitability of that chip.

So, under that conservative assumption, BREW is still justifiable, if not actually being its own profit center.


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To: John Hayman who wrote (91664)5/16/2010 5:26:08 PM
From: Jon Koplik
   of 147329
Reuters on : no clear answer on phones and cancer .................................

May 16, 2010

UPDATE 1-WHO study has no clear answer on phones and cancer

* No apparent cancer risk, but concern about heaviest users

* Study's findings unclear, methodology has weaknesses

* Experts say phone use now much higher so more work needed

(Adds reaction from representatives of mobile phone industry)

By Kate Kelland, Health and Science Correspondent

LONDON, May 16 (Reuters) - Experts who studied almost 13,000 cell phone users over 10 years, hoping to find out whether the mobile devices cause brain tumours, said on Sunday their research gave no clear answer.

A study by the World Health Organisation's International Agency for Research on Cancer (IARC), the largest ever to look at possible links between mobile phones and brain cancer, threw up inconclusive results but researchers said suggestions of a possible link demanded deeper examination.

"The results really don't allow us to conclude that there is any risk associated with mobile phone use, but... it is also premature to say that there is no risk associated with it," the IARC's director Christopher Wild told Reuters.

The results of the study have been keenly awaited by mobile phone companies and by campaign groups who have raised concerns about whether mobile phones cause brain tumours.

Years of research have failed to establish a connection.

The British-based GSM Association, which represents international cell phone firms, said IARC's findings echoed "the large body of existing research and many expert reviews that consistently conclude that there is no established health risk".

The Australian-based Mobile Manufacturers Forum also welcomed the study and backed "the need for ongoing research".

Wild said part of the problem with this study, which was launched in 2000, was that rates of mobile phone usage in the period it covered were relatively low compared with today.

It was also based on people searching their memories to estimate how much time they spent on their cell phones, a method that can throw up inaccuracies.

European scientists last month launched what will now become the biggest ever study into the effects of mobile phone use on long-term health. It aims to track at least a quarter of a million of people in five European countries for up to 30 years.

This kind of study, called a prospective study, is considered more accurate because it does not require people to remember their cell phone use later but tracks it in real time.


Data from the IARC study showed that overall, mobile telephone users in fact had a lower risk of brain cancer than people who had never used one, but the 21 scientists who conducted the study said this finding suggested problems with the method, or inaccurate information from those who took part.

Other results showed high cumulative call time may slightly raise the risk, but again the finding was not reliable.

"We can't just conclude that there is no effect," said Elisabeth Cardis of the Centre for Research in Environmental Epidemiology in Barcelona, Spain, who led the study.

"There are indications of a possible increase. We're not sure that it is correct. It could be due to bias, but the indications are sufficiently strong... to be concerned."

Because of this, and because cell phone use is rising all the time, more research was needed, the scientists said.

The 21 scientists were part of a group known as the Interphone International Study Group which was funded in part by money from mobile phone companies. The study was published in the International Journal of Epidemiology.

Mobile phone use has increased dramatically since its introduction in the early-to-mid 1980s. About 5 billion mobile phones are currently in use worldwide.

The researchers said the majority of people covered in their study "were not heavy mobile phone users by today's standards". The average lifetime cumulative call time for those who took part was around 100 hours, with an average of 2 to 2-1/2 hours of reported use a month. The heaviest 10 percent of users had clocked up an average of 1,640 hours of phone use spread over 10 years, which corresponds to about half an hour a day.

"Today, mobile phone use has become much more prevalent and it is not unusual for young people to use mobile phones for an hour or more a day," the researchers wrote.

But increasing use is tempered by generally lower radiation emissions from modern phones and greater use of texting and hands-free sets that keep the phone away from the head, they said.

The study received 19.2 million euros ($24.4 million) in funding, around 5.5 million euros of which came from industry sources. It analysed data from interviews with 2,708 people with a type of brain cancer called glioma and 2,409 with another type called meningioma, plus around 7,500 people with no cancer.

Participants were from Australia, Canada, Denmark, Finland, France, Germany, Israel, Italy, Japan, New Zealand, Norway, Sweden and Britain. ($1=.7872 Euro) (Editing by Mark Trevelyan and Reed Stevenson)

© Thomson Reuters 2010. All rights reserved.

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From: Jim Mullens5/16/2010 8:10:00 PM
2 Recommendations   of 147329
10 Million CDMA iPhones Already On Order?....

Loads of articles continue on CDMA iPhone, some mentioning Pegatron as the mfg for Apple.

Why would Apple change suppliers for the CDMA version when Foxconn is reportedly the mfg for the WCDMA iPhone?


10 Million CDMA iPhones Already On Order?

You might remember the recent rumor of the CDMA iPhone that is being built by Pegatron, and now DigiTimes is reporting that the company could be expected to deliver up to 10 million devices per year, something that Verizon subscribers should be quite happy to hear about, after all, it wouldn’t be very nice if the iPhone were to be released on Verizon, only for it to be followed by a shortage, right? Couple this with the rumors that Landor is busy working on an iPhone campaign for Verizon, and it seems that the rumblings of a Verizon CDMA iPhone are getting pretty hard to ignore, don’t you think?


Pegatron receives orders for CDMA iPhone, say sources

Pegatron Technology has received orders for an iPhone based on CDMA from Apple with annual shipments expected to reach 10 million units. The orders should start contributing to the Taiwan-based company's revenues in August or September, according to sources from component makers.

Pegatron making CDMA iPhones? — Pegatron has been contracted to make a CDMA iPhone, insiders claimed today. The scoop is short but... Pegatron making CDMA iPhones?
Comments vote down MacRumors : Mac News and Rumors found this 3 days ago

Pegatron reportedly wins Apple contract for CDMA iPhone — Prince McLean Published: 05:35 PM EST A Taiwan newspaper is reporting that Apple has awarded a contract... Pegatron reportedly wins Apple contract for CDMA iPhone
Asus Tek
Comments vote down MacDailyNews found this 3 days ago

Asustek announces notebook lineup for 2H10 — Asustek Computer, on May 13, announced its notebook product lineup for the second half of 2010, including... Asustek announces notebook lineup for 2H10
Asus Tek
Comments vote down TechSpot found this 42 hours ago
SlashGear: CDMA iPhone orders placed with Pegatron?
Unwired View: Rumor: Apple places orders for 10 million CDMA iPhones. Verizon impatiently waiting
Boy Genius Report: Report: 10 million CDMA iPhones on order
@britishturbo Look what someone posted on @crackberry forums :) Interesting, don't u think? 44 hours ago
The information comes to us from a report published by Digitimes ( ). This indicates that Apple has recently ... 46 hours ago
Pegatron receives orders for CDMA iPhone, ? I thought Apple would wait for "4G" 2 days ago

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To: Jim Mullens who wrote (91667)5/16/2010 9:20:01 PM
From: badger3
   of 147329
Might be a coincidence..but this seems to be the quietist post-earnings announcement period I can remember for QCOM. Usually the 3-4 weeks after the last earnings annoucement are filled with investor presentations, media interviews, etc from Sr. Mgmt.

Hardly a peep this quarter..

Almost seems as if they are working on something very big..

We can only hope...

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To: badger3 who wrote (91668)5/16/2010 9:44:49 PM
From: Jim Mullens
   of 147329
badger3, Re: Presentations-

Plenty coming up>>>>>>>>>>

May 26, 2010
12:00 PM ET Barclay's Wireless Communications and Media Conference Additional Information
Remind me

Please sign up for email alert notification.

Speaker: Dr. Paul Jacobs, Chairman & CEO
Location: Crowne Plaza Hotel, New York

Jun 2, 2010
Bank of America Technology Conference Additional Information
Remind me

Please sign up for email alert notification.

Speaker: Bill Keitel, EVP & CFO
Location: Westin Time Square, New York

Jun 8, 2010
UBS Technology Conference Additional Information
Remind me

Please sign up for email alert notification.

Speaker: Steve Mollenkopf, EVP & President, QCT
Location: New York, NY

Jun 9, 2010
2010 RBC Technology, Media & Communications Conference Additional Information
Remind me

Please sign up for email alert notification.

Speaker: Steve Mollenkopf, EVP & President, QCT
Location: Hilton, New York

Jun 17, 2010
10:00 AM CT 30th Annual William Blair Growth Stock Conference Additional Information
Remind me

Please sign up for email alert notification.

Speaker: Bill Davidson, SVP Global Marketing & Investor Relations
Location: The Four Seasons Hotel, Chicago

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From: Jim Mullens5/16/2010 11:13:28 PM
   of 147329
Corrected PR Announcing QCOM Lifecomm JV…QCOM WMD

No doubt this project was accelerated following QCOM’s 2010 ASM with management noting
…+ the large number of senior citizen QCOM investors in the audience

…+ coupled with the high volatility surrounding quarterly earnings reports, etc.

…+ resultant impact on IRA / blood pressure / heart.


The mobile PERS solution will consist of a wearable lightweight device with one-touch access to an emergency assistance call center.

The mobile PERS device will utilize Qualcomm's Wearable Mobile Device module and wireless chipset technology.



May 13, 2010, 4:33 p.m. EDT • Recommend • Post:
CORRECTING and REPLACING Hughes Telematics, Qualcomm and American Medical Alert Corporation Announce Joint Venture to Create Lifecomm

New Company to Offer Mobile Personal Emergency Response Products and Services

ATLANTA, May 13, 2010 (BUSINESS WIRE) -- Contact information for Hughes Telematics release dated May 12, 2010, should read: Hughes Telematics Press Contacts: Craig Kaufmann, Finance, 404-573-5808.

The corrected release reads:

New Company to Offer Mobile Personal Emergency Response Products and Services

Hughes Telematics, Inc. ("HTI"), /quotes/comstock/11k!hutc (HUTC 2.95, 0.00, 0.00%) /quotes/comstock/11k!hutc.w (HUTCW 0.07, -0.01, -12.50%) , Qualcomm Incorporated /quotes/comstock/15*!qcom/quotes/nls/qcom (QCOM 37.30, -0.66, -1.74%) and American Medical Alert Corp. /quotes/comstock/15*!amac/quotes/nls/amac (AMAC 6.17, -0.19, -2.99%) today announced ajoint venture to deliver mobile health services through Lifecomm LLC. The entity, formed with cash and in-kind contributions by the parties, will operate as a majority-owned subsidiary of HTI and plans to launch a mobile Personal Emergency Response Service (PERS) focused on seniors and their caregivers in the United States in 2011.

The introduction of a state-of-the-art mobile PERS solution, designed to extend affordable and potentially lifesaving emergency assistance to its users, is expected to be a major advancement in providing connected location-based services. The mobile PERS solution will consist of a wearable lightweight device with one-touch access to an emergency assistance call center. Inside the device, a cellular modem will enable wireless voice and data communications, and an embedded GPS combined with other sensors will enable location-based tracking and monitoring of the person wearing the device. A personalized web portal for the user and/or caregiver will provide access to information about user activity and location.

"Our venture with Qualcomm and AMAC will enable Lifecomm to deliver a compelling mobile personal emergency response service to seniors and their caregivers," said Jeff Leddy, chief executive officer, HTI. "Using HTI's back office architecture and call center network as the backbone of the Lifecomm service will allow for a seamless integration with a new growth market. We are excited about extending our business to deliver high value location-based services to the individual."

HTI currently is the exclusive provider of connected safety, convenience and location-based services to Mercedes-Benz mbrace(TM) customers. HTI's highly reliable infrastructure, call center expertise and flexible technology platform will be leveraged to support Lifecomm. HTI will provide engineering, information technology and product development services for the subsidiary.

Qualcomm, a leader in wireless technology development, is contributing expertise to the effort that was developed under its internal "Lifecomm" initiative and will provide further engineering services, technical resources and capital for the development of the mobile PERS solution. The mobile PERS device will utilize Qualcomm's Wearable Mobile Device module and wireless chipset technology.

"Wireless health services offer substantial benefits to the medical and patient communities," said Steve Altman, president of Qualcomm. "The mobile PERS solution will allow seniors to maintain their independence by providing them immediate, push-button access to emergency services. Mobile PERS is a compelling offering that Lifecomm is well positioned to provide and we're pleased to help enable."

AMAC, with nearly 30 years experience delivering personal emergency response solutions, will be the anchor Value Added Reseller of the Lifecomm mobile PERS offering. With a robust call center infrastructure, highly trained personnel, marketing expertise and existing relationships with hundreds of healthcare entities as well as national direct to consumer outlets, AMAC will be a primary contributor to the initial distribution of the Lifecomm solution and immediately open up channel opportunities for mobile PERS.

"We believe the triumvirate behind the formation of the Lifecomm venture is the beginning of a highly productive, long term relationship that will transform the PERS industry," said Jack Rhian, president and chief executive officer of AMAC. "We are extremely pleased to work with HTI and Qualcomm to deliver this next generation PERS solution to the marketplace and expect these solutions, once commercialized, will have an immediate impact on the breadth and depth of services AMAC provides under its remote patient monitoring portfolio."


QCOM WMD Links- Whitepaper on WMD Wearable Mobile Device

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To: Jim Mullens who wrote (91663)5/17/2010 1:24:57 AM
From: DanD
1 Recommendation   of 147329
Does BREW run on any chips besides QCOM's?

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From: DanD5/17/2010 6:00:39 AM
   of 147329
Chip market still tough for Arm Holdings

By Maija Palmer

Published: May 16 2010 23:13 | Last updated: May 16 2010 23:13

Arm Holdings scored a coup recently with the revelation that chips based on the company’s designs are running Apple’s iPad tablet, one of the most hyped and desired pieces of computer equipment to hit the market this year.

ARM graphic for UK companiesAlthough not officially confirmed by either Arm or Apple, the news has helped underline Arm’s position as one of the UK’s technology stars.

The shares have reacted well to the news, rising by more than 30 per cent since the start of the year against a 3 per cent fall in the wider FTSE 100. The company now has a market capitalisation of more than £3.2bn ($4.6bn).

Yet in spite of the company’s involvement with such a high-profile device, analysts have started to put sell recommendations on the stock, or at least moved it from buy to hold.

Concerns have grown about the valuation – a hefty 37 times forecast earnings for this year – and the company’s relatively precarious position in the brutal semiconductor market.

Arm creates the architecture for the low-powered semiconductors found in more than 90 per cent of the mobile phones in the world, as well as in a host of other devices from cameras to power switches.

Yet generating sizeable revenues from such a wide reach is proving to be tough. About 1.2bn mobile phones were sold last year – with smartphones accounting for 172.4m of that – but Arm’s annual revenue was just $489.5m.

“They have saved billions of dollars in research expenses for the mobile industry over the last decade but it’s not the business model that people think it is,” said Lee Simpson, analyst at Jefferies.

“Arm should have been going gangbusters after the big smartphone Christmas we just had, but there is a disconnect there,” Mr Simpson went on.

The problem is that Arm has very little pricing power. It receives a royalty of about 1 per cent from each chip using its intellectual property. Applications processor chips that run smartphones cost somewhere between $15 to $20, meaning about 15 to 20 cents for Arm.

However, many of the less complex Arm-based chips sell for less than $1.

Average royalties per chip were 5 cents for Arm in the first quarter of 2010, down from close to 9 cents six years ago. It has been trying to inch the royalty rate up to 2 per cent but Warren East, chief executive, admits progress is slow.

“We push it as hard as we can, but not too hard. The semiconductor world is littered with companies we no longer hear about, because they tried to charge too much,” Mr East said. “Yes, we help the chipmakers save money on research and development, but there comes a time when they say we are making enough out of them.”

Discussion of the royalty rates will be one of the key themes at Arm’s analyst and investor day on Wednesday.

If Arm put up its royalty rates too much, chipmakers would be likely to start looking at designing their own semiconductors again, as Intel does with the x86 chips that are used in most of the world’s computers.

Qualcomm, the US chipmaker, which currently licenses Arm technology, easily has the resources to do this. Wider competition from Intel is becoming a real risk for Arm.

Intel has recently developed low-powered Atom-branded chips, which could begin to replace Arm-based semiconductors in mobile phones. So far, Intel has only had success in netbooks, or small, low-powered portable computers.

The chips have not been power-efficient enough for mobiles up to now but the latest version of Atom has reduced energy consumption 50 times.

“It is still a little clunky, but the chip is now within an order of magnitude of what Arm can do,” Mr Simpson said.

Arm is fighting back by making its own inroads into Intel’s traditional computing territory.

US chip manufacturer Marvell, for example, recently announced that it would start shipping an Arm-based chip for computer servers later this year.

Arm and Intel will go head-to-head later this year, battling for inclusion in tablet computers like the iPad. While Arm has secured a slot in the Apple device, Intel may be used by many competitors.

Intel and Nokia, for example, have an alliance which may lead to the development of new types of tablets.

Arm’s progress in this category may be hampered by the fact that the Microsoft’s Windows operating system does not work on Arm devices, although Linux and Google’s Chrome systems do.

Pricing power is not likely to improve from here. Even more than before, Arm will have to continue its meek and ungreedy approach.

Arm investors may have to do the same.

Copyright The Financial Times Limited 2010. Print a single copy of this article for personal use. Contact us if you wish to print more to distribute to others.

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From: sag5/17/2010 6:42:17 AM
1 Recommendation   of 147329
Infineon, Intel in talks over mobile unit -report

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From: Another John5/17/2010 9:35:19 AM
   of 147329
MediaTek sees mass market for Smartphones sub $100

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