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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: gdichaz who wrote (7430)3/10/2000 9:58:00 PM
From: engineer  Read Replies (1) of 13582
 
Even more key is the same point I made last Dec when I thought that Nokia would buy the handset division. Building the ASIC is the very first step, but even more key is to really build and test the phone RF right, so even if this afternoon, Nokia were to get the ASICs right, they still have not perfected or learned enough about building the phones. It would take them at least another 6 months to get that right. I can see how QCOM might help them produce the phone and understand the RF if they bought the ASICs.

If it were me, I would make a decision to buy the ASICS now even IF I were to keep on working on my own ASIC, so that I get my product out to the market, start building on the experience of manufacturing, and also get my market channels going and customers happy. As it is, you are just loosing time for every day you do not ship a phone and not only getting farther behind in making the ASIC, but farther behind in customer relationships which are different from those that are in the TDMA and GSM land. As it is, they have promised to deliver for a long time and ticked off the customers who would buy their phones. That is a much harder barrier to overcome than the RF design.

It is one thing to keep trying to apease the engineers who are building the ASICS, and quite another to keep that part of your company afloat while they are not executing well.

Unless your just holding out until one of your largest customers wants to change over from US TDMA to CDMA.....

All just speculation on my part, however....
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