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Technology Stocks : Intel Corporation (INTC)

INTC 46.95

-2.8%

Jan 16 3:59 PM EST

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To: Tony Viola who wrote (99942)	2/26/2000 3:33:00 PM
From: Paul Engel	Read Replies (1) of 186894

Tony - Re: "most people have been blinded by the Qualcomm light in the cell phone area, and with their patent(?) on CDMA technology. Do you know what the prospects of this Intel - Mitsubishi alliance might be?" Intel is licensed by Qualcomm for CDMA - this was done by Intel's purchase of DSP Communications which was previously licensed by Qualcomm - and Intel's follow up RENEWAL of the same license. Qualcomm has moved towards a CDMA LICENSING-CENTRIC position, and chip set sales - and AWAY from Cell phone manufacturing -as they recently sold off their hand set manufacturing division to Kyocera. So, Licensing, royalties & chip sets are the future for Qualcomm. Now, W-CDMA is a bit different - it is Wide Band CDMA - and is one of 2 CDMA variations that are vying for NEXT-GENERATION dominance. I'm pleased to see Intel out in front in this W-CDMA area ! Paul

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