Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 173.96

+1.4%

3:59 PM EST

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To: quidditch who wrote (35437)	7/17/1999 2:38:00 AM
From: engineer	Read Replies (3) of 152472

DSPs....Ho Hum....TXN has been spouting DSPs to take over the world since 1983!!!!! TMS320 chips. So have they taken over the world yet, now almost 16 years later? Nope... Have they sold alot of them...Yup. does it make life much better for cellphones today? Perhaps..... Problem is that they have remained right on the edge of the technology curve where using them makes sense. the applications that they spout off about are all very high volume applicaitons and the power/size/cost curves are always right at the edge of what it takes to make it a viable product. they need an order of magnitude change in speed/power/cost in order to gain that market. the justification is still too large not to allow people like Qualcomm from making their own DSP core and working it down to a fine edge wihtout paying any margins to TXN. same story fot ATT, only not half as good as TXN. IMHO - DSPs are good for low volume high margin stuff right now. they need a fundamental change to get into very low cost consumer stuff. A good well done fixed layout DSP in a custom chip will always win out over them at todays power/speed/cost point.

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