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

To: w molloy who wrote (41778)	9/18/1999 1:02:00 PM
From: MileHigh	Respond to of 152472

molloy, Thanks for your comments, even though I did not understand most of it! <VBG> But, yes, my thinking is about the bigger picture of how the current Gorilla's will react when these WIA's start shipping in volume. Will INTC have a piece of the pie? Will Mr. Softy? If not, they will do what is necessary to steal a piece of pie (if not the whole cake!) Regards, MileHigh

To: w molloy who wrote (41778)	9/18/1999 1:39:00 PM
From: JohnG	Read Replies (2) \| Respond to of 152472

Engineer. On ARM core. I seem to recall that INTC acquired rights to make the ARM processor when they settled their IPR dispute with DIGITAl agreeing to Mfg the alpha chip. It was said at the time that the right to mfg ARM might be the sleeper in the deal. My, my was that true. Aparantly they are making millions of CDMA ASICS that benefit from having the highly respected ARM chip onboard. I wonder if IBM, Q's other supplier has rights to mfg the ARM chip?? If not, what core is IBM using and does this really give QCOM only one chip supplier for the future--INTC. Also, isn't it true that the Symbian OS runs better on the ARM processer than on the 8086 series? JohnG