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Sunday, 01/29/2006 6:14:39 PM

Sunday, January 29, 2006 6:14:39 PM

Post# of 433220
Is Motorola-MOT unhappy with Freescale Semiconductor-FSL's chips-Barron's
The air is buzzing with speculation that Motorola is unhappy with Freescale's 130-nanometer semiconductors, which are being used in Motorola's third-generation W-CDMA handsets. Paul Sagawa an analyst at Sanford Bernstein believes that Motorola is not performing well in the W-CDMA market to competitors Nokia (NOK) and Samsung. Mr. Sagawa said "all of this can be hung on the inadequacy of the Freescale chipset," and that "Freescale's current 130-nm chipsets are no match for the 65-nm platforms designed by Nokia and Qualcomm (QCOM)." Sagawa believes that Qualcom has a 25% chance of stealing Motorola's 3G business from Freescale.


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