Qualcomm Incorporated (QCOM) Message Board

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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: quidditch who wrote (26842)	4/13/1999 1:28:00 AM
From: Clarksterh	Read Replies (3) of 152472

Steven - does the reference to the MSM and BBN chips equate to Q' ASIC? Or are these subsets of Q's ASIC minus some of the software and other applications? Although Engineer is the true expert at these things, I'll take a shot at it. A current generation handset has three primary Qualcomm parts in it: 1) The MSM-2300 ASIC which does the one's and zero's processing. 2) The BBA ASIC which converts the one's and zero's to a low frequency, low power RF signal and vise versa for the receive signal. 3) The software. The basestations use a different set of ASICs. Also note that BBA's are, I think, being replaced in the MSM-3000 series with IFR and IFT chips. Clark PS The most interesting part of the article about Samsung's development is that they expect to save $2B dollars in cost from this development by 2003. Given that silicon is maybe 25% of the cost of the phone this implies they are expecting $8B dollars in handset sales by 2003, or $400 million in royalties to Q from Samsung alone by 2003.

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