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

To: Teresa Lo who wrote (32683)	6/19/1999 2:05:00 AM
From: Ruffian	Read Replies (1) \| Respond to of 152472

Good Yahoo Post> Titimation by: Hook_and_jab (29/F/Palo Alto, CA) 22826 of 22844 >> Your presume that management (Don Schrock) chooses to bury his head in the sand and listen myopically to any request from QPE (Paul Jacobs).<< This is the assumtion that QCOMS ASIC customers make. Wouldn't you, if you were a customer? >>What proof do you have that far eastern companies, as you put it, do not like to purchase handsets from companies that make handsets. << From you previous posts, I assume you worked in Infra, so you don't have the exposure that I do. Proof is a loaded word. All I can say is 1. look at what moves Denso (a current Q customer) are making. 2. VLSI made a big deal of winning a $34m order from Samsung, just before the Philips buyout. Keep in mind that Philips is (was?) a huge competitor to Samsung. Look at the recent move in CNXT's share price (not all to do with DSL...), and and keep an eye on the upcoming news. 3. A small company called PCSI was was successful in PHS, but lost a major contract when it demonstrated a 'phone. Even though this was a simple development dog, it was enough to scare it's customers. PCSI did not have a lock on PHS like Q has a lock on CDMA. PHS customers had a choce of ASIC vendors. >>You say this like there is enormous precedent for companies like Qualcomm, while I would argue Qualcomm's positioning is unique.<< Did I? I would say QCOM is unique because of its lock on the crucial control aspects of CDMA baseband. No one else has solved this. >>VLSI is doing 'so well' that it just got sold to Phillips; LSI's recent success certainly has NOT been driven by CDMA MSM ASICs. << My examples were intended to show that it IS possible to design ASICS without having to produce the applications too. >>Intel, as was noted in the thread earlier, makes motherboards.<< Intel doesn't make a PC(i.e, the whole box). Who sells a mass market PC with an INTC motherboard? Intel is principally known for its chips, not its other products. QCOM hasn't made up it's corporate mind whether it wants to be a handeset manufacturer or a chip vendor. >>Why are you so dogmatically negative about QPE? << I'm not dogmatic. I'm negative because no-one else is. Playing Devils Advocate if you will.... H&J PS The improvement in the quality of your posts has been noticed :-)