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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 174.01-0.3%Nov 14 9:30 AM EST
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To: Ramsey Su who wrote (103)7/24/1999 2:01:00 AM
From: engineer  Read Replies (3) of 13582
 
<<It seems to me that it would have taken a miracle for ERICY to produce a
workable CDMA handset by spring of next year with their own chipset.>>

The real design phase is more like it takes 3-4 months to figure out what system design to use (assuming you know this upfront), another 18 months to design it and get it to first chips, another 6-9 months to qualify this and get it into production phones. To give you an idea, we were testing MSM3000 chipsets in early 1997/1998, released in 1998 (late). but here we had the system deisgn done and the phone platform done. If you were starting from scratch and wanted to do this, it would take more than a year longer.

Then after you have this chipset, you need to build a phone wiht real RF around it and test this for another 6 months. At this point you have a phone design good enough to start thinking about production.

All told, if you wanted to start a phone design company tonight and build ASICS and then a phone, given that you have unlimited captial and the ability to hire resources, it would take you about 3-4 years to get a phone to market. Given that ERICY has little real knowledege in CDMa manufacturing or in actual IS-95 designs, it would take them at least a year or two to get a design done. Then refer to my last post on how much longer to get that design to market, even with a seasoned team. Nokia and Mot have been at it since 1993 and they somewhat understood the system design....

It is a miracle that they will have a handset by next year.
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