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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 152.72

-0.2%

Jan 28 3:59 PM EST

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To: gdichaz who wrote (32214)	6/12/1999 5:13:00 PM
From: w molloy	Read Replies (2) of 152472

>>>why TI is claiming to be at the forefront of new wireless <<< The simple answer is they aren't at the forefront of wireless in the sense that they are CDMA experts. TI is marketing their range of DSP cores and CODECS for a number of wireless technologies, CDMA, GSM etc. CNXT do the same with their PA's. These activities don't mean TI (or CNXT) have to license CDMA. If TI decided they are going to implement, say, rake receiver control in their DSP core, then a license is in order. >>> Certainly Motorola has had great difficulty learning to manufacture them even with a license, <<< MOT had design difficulties, not manufacturing per se. Probably tried to run before they could walk, i.e. designing a brand new technology with a leading edge fabrication process. I believe NOK have a good handle on the manufacturing issues. They probably have a reasonable handle on CDMA, but their most difficult challenge is matching the performance of the MSM series chips. w.

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