The New Qualcomm - a S&P500 company Message Board

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

QCOM 180.90

+2.1%

Oct 31 9:30 AM EDT

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To: Ramsey Su who started this subject	7/3/2000 12:24:03 AM
From: tradeyourstocks	of 13582

Dot Wireless - These guys developed an IS95 chip and software for VLSI several years ago. I believe they sold the IP to VLSI which was never able to get any sales from it. Dot has since been working on CDMA2000(1X) chip and software. My best estimate is that they are at least 6 months behind Q in their 1X development. I doubt that the 1X work is the reason TI bought Dot. TI needs help with WCDMA and will use Dot engineers for this development. Dot, IMO is not a company that can pioneer a technology but one that may be able to implement a spec. Therefore, I don't believe this combo will be focussed on "designing around" Q's WCDMA patents. MicroE

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