The New Qualcomm - a S&P500 company Message Board

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

QCOM 176.74

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To: gdichaz who wrote (6694)	2/24/2000 4:27:00 PM
From: w molloy	Read Replies (1) of 13582

Chaz - questions on TI and DSP's 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. ARM working with Symbian doesn't preclude ARM customers from using their own OS selection. 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. QCOM could easily incorporate the TXN DSP core if it wanted to. However, As far as I know CDMA DSP cores are all in house designs, because CDMA demands certain optimisations in the DSP design. With their own working DSP core, there is no reason for QCOM to use a TXN core, even if one became available. 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?) NOK designs it's own ASIC's. I don't know where they are fabricated. Whether the fabrication is done in-house or by an outside foundry isn't that important. NOK have used TXN DSP cores for it's GSM/TDMA ASIC's. NOK used an in-house DSP core for their IS-95 ASIC, however, they have had problems with it. NOK is working with IDC on developing 3G DSP algorithms that may be hosted on a TXN DSP or an in-house DSP. w.

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