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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 164.53-0.4%Jan 14 3:59 PM EST
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To: Cooters who wrote (38942)1/23/2004 3:24:22 PM
From: Kayaker  Read Replies (2) of 197214
 
<<TXN partnered with STM to develop a standard cdma2000 1xEV-DV (1xEvolution for Data and Voice) solution. TXN and STM began sampling chips in December 2003, and expect products in the market by Christmas.>>

<That is very interesting. Let me follow-up with Sprint and see if they are looking at this.>

I wish I had a better feel for the level of competition that will come from TXN. I know QCOM has a big head start, loads of experience, and CDMA chipsets are not simple, but the folks at TXN are no dopes either. It may be a steep learning curve, but I have to think that TXN will eventually catch up. Even if they are a step behind, they may come up with attractive chipset features/pricing and severely impact QCOM's sales. But I don't really know........I wish I had a better feel for it.
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