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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?


To: Maurice Winn who wrote (9)7/22/1999 2:32:00 AM
From: JGoren  Read Replies (2) | Respond to of 13582
 
From LSI Logic Conference Call, re ASIC competition, cdma, link below:

Terry Ragsdale: Can you talk about where you are at on CDMA?

Dahne: We are in actual field trials with actual phones in Japan and North America. Working on tuning software Trials have gone extremely well and received-hard orders for product this quarter from Japan. Think we have the best technology

Ragsdale: Who is real in CDMA?

Dahne: Obviously Qualcomm who clearly is the leader DSPC and LSI Logic will be shipping this quarter. That?s the three. Others are laying off their own internal group and that a lot of consumers and telecomms are having trouble executing CDMA and are moving to buying standard products. They really think they have a tremendous opportunity for growth as a competitor to Qualcomm. And it's purely a standard product market that will grow as such.

Ragsdale: Do you have a market share goal for next year?

Dahne: We are coming from zero and our goal is 50% over time

Message 10604886



To: Maurice Winn who wrote (9)7/22/1999 3:50:00 AM
From: moat  Read Replies (3) | Respond to of 13582
 
Could someone please educate me (all shareholders) on this company's management (Dr J, etc), their background, history, character, track record.

Is this management to be trusted in their smarts, actions, words, and responsibilities toward shareholders? (please provide us with details & examples if possible)

Thanks in advance.