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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 176.09-1.8%3:59 PM EST
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To: Ramsey Su who wrote (12211)6/29/2001 9:41:57 AM
From: pcstel  Read Replies (1) of 196972
 
Ramsey:
If my memory is not failing, I believe it was DSC, which was acquired by Intel.

Yes, DSPCommunications was acquired by Intel.. Since then.. Intel has punted on the IS-95/2000 arena and moved to the WCDMA ASIC development theology.. Intel announced a partnership with Mitsubishi Electric some months ago for WCDMA Asic development.

PrarieComm..

prariecomm.com

Do you know anyone that is/planning on using their chips? And plans for their IPO seem to have submerged once again..

The "self supply" Asic licensee's were hindered by Technology Entitlement Aspect of being limited to self-supply.. How many CDMA phones did Nokia sell last year... Was it enough "Scale-wise" to justify a valid attempt at Qualcomm's Asic superiority? Even if they made a Asic better than QCOM.. They could not resell it.. So in my opinion.. Almost everyone has moved on to WCDMA Asic's development.. They may feel the playing field is a little more level in that arena..

That is why I contend that WCDMA has weakened Qualcomm IPR position.. Qualcomm no longer controls Administration of Technology Entitlement.. That is a BIG LOSS In my opinion!!

PCSTEL
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