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

To: gdichaz who wrote (32221)	6/12/1999 7:13:00 PM
From: JohnG	Respond to of 152472

Q options expiring 6/18 suggest lower prices this wk, all other things being equal. If you look at the Q options string for June you see calls starting at 60 and going all the way to 120. Usually, somehow, the price gets pounded when those cheap calls expire. However, next week for Q doesn't involve the really low priced calls. In July there are a lot of calls expiring starting at 22 1/2. John G

To: gdichaz who wrote (32221)	6/13/1999 3:29:00 AM
From: w molloy	Respond to of 152472

Chaz, I checked out the links you posted. The CODECS and synthesizers are bread-and-butter TI parts modified to work with CDMA. For example, the CODEC is a voice digitiser. It would be simple for TI to tweak their part for CDMA rate sets. The give away paragraph In addition to supporting CDMA systems, the device is also compatible with any other type of application requiring an interface between a human voice and a digital signal processor (DSP) or microcontroller. Read GSM. CNXT do similar things with their PA's. An interesting spin... As chips become more highly integrated, it's going to be harder for component suppliers like TI, CNXT, PWAV etc. to do business in the traditional manner (i.e selling components). They will have to revisit their business model, and maybe adopt an approach like ARM or RMBS, who license their designs. TI already does this with their DSP cores. w