Qualcomm Inc (QCOM)

[JohnG]

Jim M. Yeh, Good work. I looked at the schematics too. It's pretty clear that the "so called one chip LoCosta" is not a one chip solution at all-- it is a two chip solution and possibly a little slow to market:

PAGE 20 of the TXN Guide
http://focus.ti.com/pdfs/wtbu/ti_wireless_solutions_guide_2006.pdf

The QCOM QSC60XX Chips appear to be true single chip solutions:
http://www.cdmatech.com/download_library/pdf/diagram_qsc60xx_cs.pdf

It looks to me like QCOM may have caught TXN by surprise such that TXN just didn't have the time to develop a true single chip solution.

Since QCOM samples Q1, 2006, we likely will see these phones hit the market in Q4, 2006. Now TXN is said to be working with NOK to get these phones in the market in the 2nd half of 2006.

It looks like they both may likely hit the market about the same time. Clearly QCOM is the agressor here and has surprised NOK by probably a true 1 chip phone solution to the market in quantity, possibly before or at least at the same time TXN/NOK woll get their LoCosta two chip solution to market.

I can see why TXN took off to India to promote Locosta. It is a little slow to market and is really a two chip solution.

John G