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

To: LBstocks who wrote (43043)10/1/1999 11:29:00 AM
From: Ruffian  Respond to of 152472
 
LB, Very good observation, eom.



To: LBstocks who wrote (43043)10/1/1999 12:00:00 PM
From: SKIP PAUL  Respond to of 152472
 
As smart as QCOM management is they did not license DSP/VLSI to create rivals. My betting is that their business model is neutral on the per phone income QCOM would get on third party ASIC and handset sales after considering the capital R&D and overhead costs of developing and selling ASICS.


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