Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 180.21

-1.2%

Jan 7 3:59 PM EST

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To: DaveMG who wrote (31383)	6/1/1999 10:36:00 AM
From: quidditch	of 152472

TXN's DSPs and Q!'s ASICs. DaveMG and Slacker: not my area and I may be wrong, but... While TXN certainly has the fab and design know-how to compete in the ASIC market, and they did for years in semi and memory chips, it has revamped its business in the last three years to focus heavily, if not exclusively on DSPs, which I suppose could also be termed an ASIC. But the function of a DSP, I believe, is rather specific to converting digital inputs into analog outputs so the CDMA signal processed and received by Q!'s MSM chip can be converted by the DSP into recognizeable human speech/text graphics by the DSP. I'm not sure TXN's DSP is directly competitive so much as complementary. The DSP platform PR that you posted a few days ago seemed to me to be enlarging the feature and applications capability of wireless devices. BWDIK. Perhaps the DSP is morphing into something more. Regards. Steven

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