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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 9:30 AM EST

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To: semi2000 who wrote (92370)11/13/1999 9:39:00 PM
From: Paul Engel  Read Replies (1) of 186894
 
Semi2K - Re: "Do you think QCOM mania is over done? "

Of course - but Qualcomm has the "potential" to be in 5 or 10 years what A T & T was in the 1940's, 50's and 60's.

Re: "Is NOK any where near alternative to QCOM? "

I know Nokia is an excellent company - and its manufacturing capability may be a good counterpart to Qualcomm - which wants to get OUT of the manufacturing end (of handsets, at least).

Re: "And finally with DSP purchase do you think INTC will start making any inroads to CDMA technology? "

I sure as heck HOPE SO !

Don't forget - Intel is working on StrongARM/DSP enhancements as well as a DSP development with Analog Devices (ADI). Hopefully, Intel has a plan or a roadmap to bring these designs together to provide some attractive processors/communications chips for advanced convergence of cell phones/hand held PC-communications devices.

And to repeat - I SURE HOPE SO!

Paul
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