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

To: llwk7051@aol.com who wrote (1538)	9/14/1999 11:42:00 PM
From: Jon Koplik	Respond to of 13582

My understanding of the ASIC business is : it is INCREDIBLY difficult to design good ASIC chips. This important detail sort of negates your fears, I think. Jon.

To: llwk7051@aol.com who wrote (1538)	9/15/1999 12:08:00 AM
From: Kayaker	Read Replies (1) \| Respond to of 13582

Chip sets will become a commodity in the next few years. In my opinion, the asics are not that unique and I am certain there are lots of companies willing to build them for a slim profit margin. Lots may be willing but lots won't get licensed.

To: llwk7051@aol.com who wrote (1538)	9/15/1999 1:02:00 AM
From: Caxton Rhodes	Respond to of 13582

As the chips get more advanced and become fully programible, the proprietary software upgrades will be a key portion of the business. The cdma operating system will be a key to q's success. Q will have both an intel and a microsoft type business. The consumer will be oblivious to the software but the infrastucture and handset manufacturers will consider it key to optimizing performance of base stations and phones. Q asics will be no more of a comodity than pentium chips, and about the competition, amd hasn't done very well. Don't forget that the chips are part of the razors as well as the blades. There is a chip in every blade ANDIT IS THE HIGHEST MARGIN PART OF THE BLADES. Q should dominate the phone chip sector. Even if it slips to 40- 50% of the business, don't forget that wireless calls will outnumber wired in the next 8 years. That is a lot of chips. There will also be a lot of turnover as phones become more and more advanced. We are in the hypergrowth stage, everyone will sell everything they can make for quite a while. Caxton