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eBay Inc. (EBAY) Message Board

jessten1 1 post  |  Last Activity: Nov 19, 2014 7:46 PM Member since: Sep 24, 2012
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  • jessten1 jessten1 Nov 19, 2014 7:46 PM Flag

    Qualcomm CEO Mollenkopf Sees Big Opportunity in Server Chips!

    The next decade of growth beyond the smartphone would benefit the company given the focusing on connecting everything imaginable to the Internet and the “cloud.”

    Different use cases will require further innovation in today’s technology standards, such as LTE. They include the ability for mobile devices to communicate in close proximity, without connecting to cellular, called “LTE Direct.” Such innovations will “fuel the modem growth” of Qualcomm’s chipsets, said Mollenkopf. Others include “LTE MTC” and “LTE Dual-SIM.”

    Mollenkopf said LTE solves a lot of problems that have existed in WiFi and that through deployments of so-called small cell base stations, the company can help build out LTE connections in both licensed and unlicensed spectrum.

    “You’re going to see more and more access points delivered by the wired and the wireless operator worldwide.”

    Talking about “5G” wireless, the next broad advance beyond today’s cellular network, Mollenkopf cited assets such as its 60 gigahertz technology. That will involve the evolution of LTE, he said, but also advances that move beyond LTE, he said. 5G, said Mollenkopf, will “use many of the same techniques we have used for a long time … We don’t see a a kind of magic new modulation emerging … Qualcomm will lead.”

    Sentiment: Strong Buy

EBAY
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