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To: gdichaz who wrote (32214)	6/12/1999 3:25:00 PM
From: JohnG	Read Replies (3) \| Respond to of 152472

Yes gdichaz, there appears to be something extremely difficult about making the CDMA ASICS. One could postulate that there are very few foundries on earth that can do so efficiently and achieve the highest chip yields. It appears that with INTEL and IBM, Q may have the top two sewed up. Just a thought John G

To: gdichaz who wrote (32214)	6/12/1999 5:13:00 PM
From: w molloy	Read Replies (2) \| Respond to of 152472

>>>why TI is claiming to be at the forefront of new wireless <<< The simple answer is they aren't at the forefront of wireless in the sense that they are CDMA experts. TI is marketing their range of DSP cores and CODECS for a number of wireless technologies, CDMA, GSM etc. CNXT do the same with their PA's. These activities don't mean TI (or CNXT) have to license CDMA. If TI decided they are going to implement, say, rake receiver control in their DSP core, then a license is in order. >>> Certainly Motorola has had great difficulty learning to manufacture them even with a license, <<< MOT had design difficulties, not manufacturing per se. Probably tried to run before they could walk, i.e. designing a brand new technology with a leading edge fabrication process. I believe NOK have a good handle on the manufacturing issues. They probably have a reasonable handle on CDMA, but their most difficult challenge is matching the performance of the MSM series chips. w.

To: gdichaz who wrote (32214)	6/13/1999 10:25:00 AM
From: JGoren	Respond to of 152472

I am just speculating, but when TI decided to go all out on DSP's, it may have decided to apply its focus on those parts of the DSP business where it could begin production in heavy volumes and where profits and market share were the quickest and easiest. Cdma was not part of that plan, especially since at the time Ericy (one of its largest customers) was not in the cdma business at all and Nokia only to a small extent. Cdma was probably still considered a "niche" market in comparison to the large mass market for DSP's in other areas. TI may, however, get into the cdma business later when it has captured the market share it wants and when expansion of its business dictates that it must offer cdma chips.