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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: Ibexx who wrote (2490)8/28/2000 5:19:34 PM
From: A.L. Reagan  Read Replies (2) of 196562
 
Keith, you assume a lot (or maybe a little) about Intel.

Also, I think you must mean Craig Barrett these days, not Andy Grove. Or are you thinking Grove is still the man behind this all?

Do you also assume that Siemens and Alcatel won't make WCDMA chips? If so, on what basis, other than wishful thinking?

Have you even researched their capabilities?

Do you think Siemens in particular knows nothing about the CDMA air interface?

(On the one hand we'll have people on these threads argue that LAS-CDMA is make believe CDMA - and then those same people will just as strongly assert that QCOM would be due its royalty.)

And who do you think, other than Qualcomm, makes chips for Globalstar handsets?

[SpinCo and NOK/TXN are not the only likely players in the WCDMA chip biz.]
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