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

To: Ruffian who wrote (40412)	9/10/1999 11:20:00 PM
From: Keith Feral	Read Replies (1) \| Respond to of 152472

Michael: The lack of CDMA licenses in Europe is astonishing. NOK does not have an infra license, ERICY does not have a handset license, Siemens is empty handed and so is Alcatel. This blow to Philips is just another reflection of the fact that European equipment co's need to come to the bargaining table with QCOM. Thanks for the update. Next week's analyst meeting just got a whole lot more interesting!!

To: Ruffian who wrote (40412)	9/11/1999 12:51:00 AM
From: MileHigh	Read Replies (2) \| Respond to of 152472

mp, DSP is a merchant supplier. FWIW, this came from the CNXT thread... I what the dynamics are of DSP getting taken out!? Heres a CNXT acqusition rumor biz.yahoo.com DSP Communications could be buyout target-magazine NEW YORK, Sept 10 (Reuters) - Wireless telephone chip set developer DSP Communications Inc. (NYSE:DSP - news) could be a buyout target of semiconductor products company Conexant Systems Inc. (Nasdaq:CNXT - news) and wireless phone maker Motorola Inc. (NYSE:MOT - news), Business Week reports in its September 20 edition. The magazine said, citing an unnamed California manager, that both Conexant and Motorola would round out their products with DSP's technology, which helps combine digital and analogue functions. The companies could not immediately be reached by Reuters for comment. But Business Week said Motorla declined to comment and DSP did not return phone calls. Conexant spokesman Michael Stugrin told the magazine ''We're in the process of looking for acquisitions and we expect to do a deal at the appropriate time.'' But Business Week said Conexant would not comment on DSP specifically.

To: Ruffian who wrote (40412)	9/11/1999 12:53:00 AM
From: Kayaker	Respond to of 152472

Qualcomm yanks VLSI license to block Philips from CDMA-chipset market I hope that works out OK. Wouldn't this make DSP, LSI Logic and PrairieComm a bit nervous? If it looks like you'll be a strong competitor, we'll yank your license? (assuming the analysts are correct). Given the Q/MOT relationship, if Motorola bought out DSP, you'd think the DSP license would get yanked too. Maybe not the best comparison, but it reminds me a bit of RMBS. The more you are in control of the technology (and getting royalties), the more nervous those that depend on you get, and the harder they work on alternatives. OK, so I'm paranoid tonight. Will be interesting to hear more from QCOM on this.