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

QCOM 174.01

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Nov 14 9:30 AM EST

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To: MileHigh who wrote (1647)	9/18/1999 9:15:00 AM
From: jackmore	Read Replies (1) of 13582

Mile High, Re: ...there might be a move to integrate the CDMA ASIC technology onto a WIA chip. Is this physically possible? Does it make sense? I am no chip designer, but have had a similar question on my mind for some time. Found some info on LSI Logic website a few weeks ago that may pertain, but not being too tech savvy I don't know for sure. It describes, in general terms, LSI's approach to 3G wireless chip design (system-on-a-chip). What caught my eye initially was the listing of Rambus as a "core building block" (since I am long Rambus in addition to Q). But this info may be pertinent to your question as well. Note LSI is both a Q and a Rambus licensee. lsilogic.com I am not qualified to interpret all the info that's here, but would be interested in insights from anyone on the thread who could shed light on: 1. What possible memory requirements might be for 3G data applications. 2. Any known interactions between Q and Rambus re chip design or any other collaborations. 3. Whether Q is approaching 3G chip design in a similarly integrated way. Any info/comments would be greatly appreciated. Regards, jack

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