Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.13

+1.1%

Nov 26 3:59 PM EST

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To: JGoren who wrote (22705)	2/8/1999 11:29:00 PM
From: Keith Feral	Read Replies (4) of 152472

I don't understand your fixation with DSP & Prarie Comm entering the ASIC market. One thing to keep in mind - companies that are licensed to make the handsets can only use the ASIC chipsets internally. Just like MOT & NOKA, handset companies cannot sell ASICS outside their own walls. Do you think that small cap co's will be able to keep up with the R & D to develop successful ASICS? I don't. Do you think that DSP is going to take market share away from the Q? 300 hours of standby in QCOM chips vs. completely unproven tech by DSP. Actually, given the lack of success with early CDMA phones powered by DSP ASICS in Japan, most of the Japanese manufacturers have already committed to QCOM ASICS. BTW, I hope you didn't pitch any of your stock on Friday thinking that you could have bought it back cheaper today. I guess the stock did trade 1/4 pt cheaper in early trading. I'm anxious to see what news awaits us tomorrow. Good luck!!

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