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Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 174.01

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Nov 14 3:59 PM EST

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To: Maurice Winn who wrote (9)	7/22/1999 2:32:00 AM
From: JGoren	Read Replies (2) of 13582

From LSI Logic Conference Call, re ASIC competition, cdma, link below: Terry Ragsdale: Can you talk about where you are at on CDMA? Dahne: We are in actual field trials with actual phones in Japan and North America. Working on tuning software Trials have gone extremely well and received-hard orders for product this quarter from Japan. Think we have the best technology Ragsdale: Who is real in CDMA? Dahne: Obviously Qualcomm who clearly is the leader DSPC and LSI Logic will be shipping this quarter. That?s the three. Others are laying off their own internal group and that a lot of consumers and telecomms are having trouble executing CDMA and are moving to buying standard products. They really think they have a tremendous opportunity for growth as a competitor to Qualcomm. And it's purely a standard product market that will grow as such. Ragsdale: Do you have a market share goal for next year? Dahne: We are coming from zero and our goal is 50% over time Message 10604886

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