The New Qualcomm - a S&P500 company Message Board

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

QCOM 159.59

-3.9%

Nov 20 3:59 PM EST

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To: Jon Koplik who wrote (478)	8/3/1999 7:08:00 PM
From: gdichaz	Read Replies (1) of 13582

Re Motorola chip sales: Need to remind ourselves that while the Q is limited in production quantities for phones, that is not the case for ASICS. IBM and Intel have considerable capacity, no? The combination of having design by the Q which has the most knowledge and experience in CDMA air interface with production by IBM which, for example holds the rights to SiGe and licenses that to others, and Intel who capabilities don't need much emphasis, makes chip competition from Motorola - the shoot yourself in the foot company - less than daunting. Especially since MOT will need to pay royalties on every chip. Looks like story is more an excuse for a sell off than a real downer. Chaz

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