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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: NickD who wrote (6129)9/9/1999 11:46:00 AM
From: LindyBill  Read Replies (1) | Respond to of 54805
 
Appears to me that DSP Comm Inc and LSI Logic Corp have developed CDMA chips on their own, and therefore won't be paying Q any royalties.

They make the chips under license, and have to pay the royalties, Nick.



To: NickD who wrote (6129)9/9/1999 11:48:00 AM
From: slacker711  Respond to of 54805
 
Thanks for the link....I think the competition was expected. Every analyst has the Q's ASIC share falling from 90% today to somwhere around 50-60% next year. However I believe that Qualcomm extracts a royalty from every ASIC sold by it's competitors.

Slacker


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