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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 168.09+1.8%Nov 28 9:30 AM EST
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To: qdog who wrote (9968)4/19/1998 7:10:00 PM
From: gdichaz  Read Replies (2) of 152472
 
To Qdog: Yes, even I (technologically challenged as I may be) fully recognize that there are more the one chip in a phone. Since none of you tech geniuses here has been of any help, I went to the TXN set of white papers and am sad to report that it seems that the chips which the Fool thinks are half of all mobile phone chips are related to GSM and TDMA. Yoiks. Bad. Who then does supply the DSP chips in the Q/Sony phones? Anyone have a clue? Also assume there are analog/logic and combination (all on a chip) chips too. Where do they come from? Ideas? Reason for all this is that whoever is supplying the multiple chips of all varieties for CDMA use is facing a potentially explosive market, no? Ain't just the Q's ASIC chips, no? Think the Q is the core holding in CDMA but very interested in other companies who may gain from the CDMA advance worldwide - in addition to the obvious Lucent and Nortel et al. Note PWAV is involved in base stations with antennas. Certainly there are multiple opportunities surrounding the Q. Is there a role for Tellabs and its software radio technology? And on and on..... All this of intellectual interest and maybe even a buck or two to be made. :-) Chaz
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