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


To: MileHigh who wrote (41773)9/18/1999 12:55:00 PM
From: w molloy  Read Replies (2) | Respond to of 152472
 
Milehigh -CDMA ASIC

The ASIC is highly integrated. It includes a microprocessor.
QCOM dumped the INTC 8086 series core it was using in favor of
an ARM core. INTC also license ARM technology.

The heart of the CDMA chip is the intellectual property embodied in
the control algorithms, the rake receiver design, the search engine design etc.

It is highly improbable that INTC could develop this part of the technology themselves. Nokia, ERICY and MOT have had only limited success.

I think you are right about the convergence of Telephony and PC products. It will be interesting to see what INTC and MSFT will do.

w.



To: MileHigh who wrote (41773)9/18/1999 3:16:00 PM
From: DOUG H  Read Replies (1) | Respond to of 152472
 
as laptops and wireless phones morph into Wireless Laptop Internet Appliances. We have clear delineation between the two industries right now, but in a few years, IMHO, we will not.>>>>>>>>>>>

MileHigh, I was at a Circuit City yesterday looking for the new Q phones and started a conversation with the Sprint sales girl. She said the ThinPhones were not available to them yet, she was going to go to training soon so they could set up displays and demonstrate the internet capabilities of the phones. It will indeed be very exciting to see how the public responds to I-net capability on portable devices. Then there's HDR. Interesting times indeed.