The New Qualcomm - a S&P500 company Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

QCOM 165.07

-1.0%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Keith Feral who wrote (5359)	1/18/2000 1:02:00 AM
From: quidditch	Read Replies (3) of 13582

Not only will LU's development of 3G CDMA with UMTS result in a windfall of royalties for QCOM forinfrastructure and mobile handsets, but LU may purchase the MSM ASICS for the CDMA based UMTS network from QCOM. Keith, I agree with your analysis of LU's work with UMTS and its efforts to "converge" UMTS with CDMA2000/1xrtt, the royalties for BS modems and handsets. But I'm not sure that I agree, or have heard, that LU would be purchasing MSM ASICS from Q (presumably the MSM3100 or MSM4500) and supplying handsets (dual mode or tri-mode) to the carriers. LU has been building the networks, the BS and incorporating the BS modems--but handsets and MSMs? Do you have a source, reliable or otherwise.? Best, Steve

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next