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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 176.12-1.8%3:59 PM EST

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To: DanZ who wrote (16301)10/11/1998 10:48:00 PM
From: Maurice Winn  Read Replies (1) of 152472
 
Dan, you can talk about VLSI here. They talk about baseball!

Pantech doesn't produce cdmaOne ASICs, they produce handsets and I guessed that Motorola is using the overall package somehow from Pantech, which would include the Qualcomm ASIC.

When I said nobody else has succeeded in producing ASICs, I meant well enough to compete with Qualcomm. Nokia and Motorola have both produced handset ASICs, Nokia even getting a model to market. Motorola was never happy with theirs.

There used to be several chips in cellphones, but the numbers reduce as they combine functions in one chip. The chips are also getting faster, more energy efficient, more processing power, cheaper.

VLSI is a licensee and is producing ASICs, but I don't know exactly which sorry. I think definitely infrastructure. Not sure that handset chips are competitive with Qualcomm, but I think they have handset chips too. Maybe somebody else can confirm.

Qualcomm sold licences to many prospective suppliers of handsets, infrastructure and chips with a view to making money from royalties and developing confidence in the cdmaOne market by having many choices for customers and secure supply with a lot of competition. Qualcomm also planned to join the competition and they are doing very well. Winning in handsets. Doing well in infrastructure. Winning in chip design. With Globalstar, Eudora, Omnitracs all looking fine too. Their network provider efforts have been poor with Nextwave failed and Leap only just starting up.

Mqurice
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