The New Qualcomm - a S&P500 company Message Board

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

QCOM 176.43

+1.3%

12:22 PM EST

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To: Randall Knight who wrote (8214)	4/2/2000 10:52:00 PM
From: Clarksterh	Read Replies (2) of 13582

Randall - The thought that there is a threat to QCOM's ASIC position if W-CDMA is proven to actually work, is adopted by carriers, and is installed and rolled out, is without merit. QCOM is the only ASIC provider who has demonstrated the ability to make and deliver CDMA 3G ASICs in any form. Who will be their competition? Whoever sets the W-CDMA standard. He who controls the standard has an advantage. I will bet you 100 to 1 that when W-CDMA is rolled out that Qualcomm's market share of W-CDMA ASICS will be at least 10% lower than their then share of CDMA-2000. Clark

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