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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 166.77-4.2%3:59 PM EST

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To: JGoren who wrote (10)7/22/1999 11:41:00 AM
From: w molloy  Read Replies (2) of 13582
 
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.


The 'others' referred to include VLSI (now part of Philips).
VLSI worked closely with Dot Wirless in San Diego. Dot, of course,
was founded and staffed by ex QCOM, NextWave and MOT chaps.

The whole lot was (?) funded by ERICY.

BTW - LSI and DSP have been 'shipping' this quarter for the last 18 months. I haven't seen a chip yet.
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