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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 170.90-1.3%Nov 7 9:30 AM EST
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To: A.L. Reagan who wrote (2481)8/28/2000 3:49:05 PM
From: Keith Feral  Read Replies (1) of 196568
 
How is INTC going to concentrate on WCDMA when they can't even make a competitive product to cdmaOne, 1X, and HDR (now 10 Mbps)? It reminds me an awful lot of Nokia as they dumped their entire cdma product line in the US as they refused to purchase their chipsets from QCT.

Since we in the US really have no clouded thoughts about the relevance of WCDMA in our country, I really doubt that INTC is saving their energy for the bigger market opportunities represented by WCDMA three years hence in the CDMA backwaters of China and Europe.

The only competition left for QCOM in ASICs now is the Nokia/Texas Instruments alliance. However, their lack of performance in the cdmaOne market makes their success highly unlikely. Not to mention, TXN can only make the chips for NOK and cannot sell the ASICs to other companies since they do not have a cdma ASIC license from QCOM. IMO, TXN lacks an economic incentive to make ASICs.

With the diffusion of CDMA wireless to telematics, PDA's, laptops, and other new markets, the opportunities for HDR are limitless. Maybe today's announcement is simply Grove's confession to Jacob's that they are not going to waste any more money. There is a good chance that with data speeds in wireless being well documented, the boys in the PC industry are beginning to take notice. Perhaps Michael Dell and other players are ready to start integrating wireless modems in the boxes.
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