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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 165.07-1.0%3:59 PM EST
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To: slacker711 who wrote (6186)2/3/2000 3:11:00 PM
From: gdichaz  Read Replies (2) of 13582
 
slacker: Very important post. Looks like Intel's newly acquired DSPC does indeed have a chip similar to (and perhaps equal in performance to) the Q's 5000 chips for 1XRTT - the first step in CDMA 2000.

This is particularly so, since Japan was where the old DSPC did much of its business. But since DSPC also supplied chips to Ericsson for GSM use, the "new" contract between Intel (presumably meaning the DSPC subsidiary) and Ericsson would seem important also.

Yes, it does look as though the Q has a 1XRTT competitor on a similar (or perhaps slightly lagging) time scale. How fast and in what volume DSPP can produce and therefore compete is of considerable interest, no?

Thanks for this news (I guess). Well, better to know - that is always so.

Hope we can learn more detail as this goes forward.

Best.

Chaz

PS Those who like to look at the bright side might say that this helps the Q by making a "second source" possible so that supply is not unduely constrained and buyers are more comfortable.

Note: The very fact that the Q not only licensed DSPC to make CDMA chips in the first place, and then confirmed Intel's right to continue to do so after their buyout, would indicate the Q is willing to see chip "competition" as long as the Q is paid a royalty on each.
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