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

To: JohnG who wrote (35492)	7/17/1999 4:21:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 152472

JohnG: NSM and the Q. A very interesting comparison. Followed both for awhile. One fashionable, the other not. But note that George Gilder spotted NSM's potential almost as early relatively (i.e. "too early" :-) ) as he spotted that of the Q. Those able to do so might wish to check back a bit in his writing and/or lectures.. LSI Logic by the way has been trying to achieve the computer on a chip side by side with NSM. And LSI Logic is a CDMA chip licensee. All of this movement toward a single chip with LEGO parts is very very interesting IMO. The Q is in the lead in ASICs for CDMA. NSM may be in the lead for cable "box" use on top of TV's and even more of a long shot - non CDMA handheld devices. But remember folks, the Q really is the gorilla R&D and design powerhouse for CDMA wireless and other oncoming iterations. That may include PCs as well. And having as "foundries" IBM and Intel is a major major advantage IMO. Especially with IBM's savy and experience in leading edge materials such as SiGe. Texas Instruments can not be counted out in the long run, but TI has a long way to go to effectively challenge the Q in CDMA itself. All this is from a learner and IMO only Would much appreciate comments from Clark or others who know the ins and outs much better. Chaz