Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: engineer who wrote (35440)	7/17/1999 2:53:00 AM
From: quidditch	Read Replies (1) \| Respond to of 152472

engineer: on DSPs and TXN: the applications that they spout off about are all very high volume applicaitons and the power/size/cost curves are always right at the edge of what it takes to make it a viable product. they need an order of magnitude change in speed/power/cost in order to gain that market. the justification is still too large not to allow people like Qualcomm from making their own DSP core and working it down to a fine edge wihtout paying any margins to TXN. Is TXN's "miss" driven by marketing miscalculations or technological limitations, or barriers to entry from the ASIC makers, those who are capable of integrating the DSP core? It would seem that 3G, multi-media etc. as discussed in the cdg ho down will open up opportunities for TXN. Good to hear from you, engineer. Best, Steven

To: engineer who wrote (35440)	7/17/1999 3:22:00 AM
From: brian h	Read Replies (1) \| Respond to of 152472

Engineer, I was wondering about broadband MEO satellite projects that QCOM a while ago mulled to get involved and drop later. Is that type of project similar to Teledesic (LEO) that $ Gates wants. I know without obtaining the proper spectrum and licenses. It will not happen. But is it likely to happen in the future? A new venture with some other companies? Is CDMA still suitable to get involved in broadband data offering through MEO or GEO satellites? Curious and best, Brian H.