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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: JohnG who wrote (32212)	6/12/1999 3:08:00 PM
From: JohnG	Read Replies (1) \| Respond to of 152472

Dear gdichaz--I believe you will soon see INTEL processors integrated into QCOM ASICS or perhaps as an additional combo DSP CPU chip. As you probably know, Intel and IMB are two main foundrys for QCOM ASICS. Also, I seem to recall that, in a settlement with Digital, Intel acquired rights to the highly respected ARM processor. If this is true, then Intel could provide QCOM with an ARM CPU somehow integrated w/ their ASIC. With a choice of CPU's, presumably Q could also run Psion/Symbian's EPOC efficiently if they had customers who demanded it. And, believe me, the Psion users (mainly Europeans) are total fanatics about useing the huge mass of existing PSION software!! Regards John G

To: JohnG who wrote (32212)	6/12/1999 3:15:00 PM
From: gdichaz	Read Replies (3) \| Respond to of 152472

To JohnG: Very helpful. Perhaps this a beginning of the explanation of why TI is claiming to be at the forefront of new wireless while having zero participation in CDMA. The Nokia Symbian market has nothing to do with CDMA as I understand it. Again, TI is on the edge of CDMA but not apparently in CDMA as such. Still curious why? Is it that the Q will not license TI or that TI does not wish to apply to the Q for a license or what? Or are CDMA ASICs just too complex for TI? Certainly Motorola has had great difficulty learning to manufacture them even with a license, and Nokia is still clearly struggling to master them. Chaz