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


To: gc who wrote (43289)10/4/1999 9:49:00 PM
From: w molloy  Read Replies (1) | Respond to of 152472
 
Samsung is developing chipset for its handset. Competition is looming. Once you
found yourself competing against Korean, you are doomed. (e.g. Disk drives,
Drams)


How can you have lurked on this thread and not know that QCOM will
receive a royalty on other manufacturers ASIC's?

If Samsung are developing their own CDMA ASIC, why do you think they will be more succesful than say Nokia, Ericsson, Seimens or Philips?
How long do you think it will take them?

Why haven't Samsung developed their own GSM ASIC? It's a lot easier to do than CDMA.

Good luck shorting QCOM. I expect to see you shirtless.

w.

PS - you will have better luck with your nonsense on the Yahoo board.



To: gc who wrote (43289)10/4/1999 10:13:00 PM
From: marginmike  Read Replies (3) | Respond to of 152472
 
Except if you get a higher royalty for those phones, and they cant be sold to 3rd parties. Why dont you do a litlle research before making these moronic statements. Qcom management has also adresses the fact that Samsung is still, and will be buying a substantial amount of chips. What they are saying is PR bull shit.