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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (28247)	7/18/2000 11:34:35 AM
From: ratan lal	Read Replies (1) of 54805

As long as Qualcomm is able to frequently change (upgrade and improve) any one of these, it should be hard for anyone - even including powerhouses such as Intel and Texas Instruments to muscle in effectively - particularly at the high end. INTC and TI can crank out great chips, but can they win the CDMA software race? That will be where the real battle will be fought, no? Ok I admit it. I am getting confused with this discussion. QCOM has the patents on CDMA. QCOM has the software. INTC, MOT are chip mfrs. They have the expertise. IS there a suggestion here that QCOM does not want to work with or help INTC and MOT develop asics that work well? And alos changes software constantly not only ot upgrade and improve but also to prevent INTC and MOT from making the asics? doesnt make sense to me. I would imagine that they would want to partner with INTC and MOT and use their mfg. expertise to speed the process of implementing CDMA worldwide.

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