The New Qualcomm - a S&P500 company Message Board

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

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Dec 26 9:30 AM EST

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To: John Biddle who wrote (4510)	12/23/1999 2:43:00 PM
From: engineer	Read Replies (3) of 13582

As for Intel and AMD, AMD just copies whatever Intel does. Intel builds about 90% of all mother boards int eh industry, so in effect,they ARE the front line mfg for all PCS and do stay in the market. Their biggest allie here is Compaq for feedback, but yes, if they did not have this they would produce chipsets which did not answer the needs of hte market. And Yes, the ASIC engieners need to get not only marketing level feedback to build the right product, but system enhancement level feedback to build the product, such as wishes for new additions, new methods of integration for things like GSM, WCDMA, etc which they might not get exposure to if they just sold chipsets. As I have stated many times before. The ASICs themselves are not hard to do if you just were to look at them and copy them, but if you want to really understand the system design and make improvemnets and make value added to the ASICS,then you had better understand the CDMa systems and the RF systems better than most and also have real pressure to improve that system all the time. I don't think NOK has this level of understaning going for them.

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