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

To: w molloy who wrote (32218)	6/12/1999 5:55:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 152472

To W Molloy: Thank you. Your diagnosis and explanation seems perceptive to me (an admittedly non tech). Makes sense. Your point that the design is the key rather than the production of the chips themselves seems consistent with performance to date. Note that Valueman just posted that the Q helped Nokia with the software necessary to make Nokia's latest phone function properly. So for the phones themselves, mastery of chip design and production is necessary but not sufficient, the software is also vital in real world operation. Complex indeed. Therefore is it correct that TI does not participate directly in the design or production of chips which require any Q IPR and therefore not CDMA as such. No CDMA ASICs at least. Is TI working primarily on chips related to infrastructure rather than phone instruments, so multipurpose chips which use TI's DSP and analog expertise can best be brought to bear while phones really require CDMA ASICs supplied or licensed from the Q? Still trying to learn as much as I can. Again thanks. Chaz