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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 176.12-1.8%3:59 PM EST
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To: w molloy who wrote (9245)4/25/2000 8:32:00 PM
From: Clarksterh  Read Replies (3) of 13582
 
Jeez, relax everyone. Molloy is pointing out a valid concern:

That the engineering of an ASIC cum software to meet a not-yet-complete standard is a significantly different process than vise versa. The first requires designing a lot more flexibility into the hardware and software, and it requires an engineering organization that is relatively more focused on process than creativity (almost antithetical skills). (I know because I have had the inverse problem trying to get organizations used to migrating standards to learn to fill a blank sheet of paper. It can be a huge challenge.) Do I know that Qualcomm is having problems in this regard? No, but it is not an unreasonable place to look for potential problems.

Now, do I characterize what Dr. J said as FUD, assuming that what WM says is true? From Dr. J's perspective, no. For an organization not used to a different form of engineering, the required flexibility may look much more difficult than the creativity with which they normally work. In addition, I am sure that it is very frustrating knowing that others are, by definition, further along because they have much more control over the standard.

Clark

PS The best question to ask at the next Quarterly telecon to put this to bed is "Once the DS mode has at least one complete end-to-end standard defined, how long until Qualcomm releases an ASIC and associated software for volume sales?" Of course this begs the question of what qualifies as end-to-end, but at least it is a good start.
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