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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 174.54-1.2%3:59 PM EST
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To: w molloy who wrote (6692)2/20/2000 7:30:00 PM
From: gdichaz  Read Replies (1) of 13582
 
w molloy: Thanks. Appreciate info on the chip specifics as I am always trying to learn as much as I can in order to understand where the Q is in a leadership position within CDMA and especially in the coming data tornado and how that leadership is obtained.

Re ARM, understand that ARMHY actually licenses its technology to companies such as the Q (and Intel, and TI and many many others).

A very pervasive situation within the cores of chips - especially for handhelds coming in the future. And that ARM is working with Symbian and the European companies on the EPOC features.

But in this situation, doesn't the Q design the ASIC incorporating the ARM technology and then turn to a "foundry" such as IBM to actually make the chips themselves?

Not clear how TI could insert itself into that process if the chips are Q ASICS.

If not Q ASICS, then could see a possible opportunity for TI outside of CDMA, but are you saying that even within CDMA, Nokia for example which does not (yet at least) use the Q's ASICS could buy TI's DSPs for incorporation into its (Nokia's) ASICS? (And by the way, does Nokia actually design its ASICS and turn to a foundry for actual manufacture or does Nokia make their chips from start to finish itself?)

Any further light you can shed on this would be helpful.

Best.

Chaz
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