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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 166.81-4.1%Nov 17 3:59 PM EST

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To: slacker711 who wrote (1704)9/19/1999 10:46:00 PM
From: slacker711  Read Replies (2) of 13582
 
I have been trying to shift gears in the last week from analysis of various phone offerings to Qualcomm's competitors in the ASIC biz. It seems like DSPc has been the most active competition for Qualcomm to date....

They have the following chips....They have some specs on them at the following website.

dspc.com

DSP5421 - This chip is supposedly compliant to IS-95B without the increased data rate. I think it can only do 14.4kbps. Don't know when it was released but Kyocera supposedly has a 93g cell phone which incorporates it (would love to know if anyone actually has seen this phone). They claim upto 350hrs standby time. I know this is linked to battery power but they do have the current ratings for various modes of the chip. They seem awfully low to me. I think CDMA standby is at .15mA.

DSP5431 - I think this chip is nearly identical to the 5421 except it supports increased data rates. I believe that they claim it can support upto 115kbps (Note that this is more than the MSM3000). I think engineering samples are available and volume shipments will begin in the next quarter or so.

DSP5441 - This is the last announcement that i posted. They claim it is a CDMA2000 chipset with data rates of 153kbps. However they only claim compliance to IS-95A and IS-95B. How can it be a CDMA2000 chipset and not comply with IS-95C (1xrtt)? Samples should be available during the first half of 2000.

Hoping for some feedback on this....My estimate is that Qualcomm is about 6-9 months ahead of them. However these are only the published specs....no idea how the phones actually work (RF wise).

Slacker
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