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

To: Boplicity who wrote (514)	8/3/1999 10:48:00 PM
From: llwk7051@aol.com	Read Replies (1) \| Respond to of 13582

Gregory, 'There's a significant lead time required for the phone manufacturer to adopt the changes,' Grannis said. 'You might not see a phone with the chips until late next year, even if Motorola had a product ready today.' If this statement is correct, Qualcomm could be several generations ahead of Motorola before Motorola is ready with a chip. It took them an extra year or so to get their own phones and chips to work. I recall conference call remarks by Mot even questioning their decision to make their own chips. Questions: Does the fact that they have made one chip that works speed their ramp up for future chips and phones? Does it mean they are already working with phone manufacturers and thus the one year period has already started? Are they just announcing vapor ware product to take pressure of huge iridium loss? Robert d.

To: Boplicity who wrote (514)	8/4/1999 8:41:00 AM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 13582

Two points: (1) I believe that QCOM has a motion before the court (in the Motorola patent suit) asking the court to confirm that all licensing/royalty agreements between Q and MOT are voided because of Motorola's breach of the agreement. If the court grants Q's motion, then wouldn't MOT be obliged to renegotiate any licensing/royalty agreement? (2) If the demand for ASICs is expanding so quickly that QCOM can't meet that demand, isn't the potential effect on near term profits virtually zero? Conclusion: The shares appear to be once again in a buying range.