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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 163.32+2.3%Nov 21 3:59 PM EST

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To: w molloy who wrote (5830)1/28/2000 12:26:00 AM
From: quidditch  Read Replies (2) of 13582
 
w- you are pretty tuned in to the wireless back rooms, so I'll try this out on you: With TXN claiming to own the DSP market in all things wireless and other devices needing analog to digital conversion and v.v.; with INTC/DSP (the company, not the generic dsp) announcing a hard push to supply product into the wireless segment; and with MOT being MOT, nahh..., and since all of the foregoing are licensees of SnapTracks and Q (I think TXN licenses some IPR from Q?)

it wouldn't surprise me if the $billion price tag came as a result of out-bidding one of these thugs for SnapTrack. Or are they not that smart to know what the complementarity could do for them?

Steve
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