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

To: puborectalis who wrote (44536)	10/13/1999 5:32:00 PM
From: Uncle Frank	Respond to of 152472

>> Qualcomm fully understands that they cannot fully produce the chips necessary for the growth of CDMA. I don't understand the limitation, since they are fabless. IBM and Intel had a lot of capacity, or could build a new fab if demand is sufficiently high. I think they license chip makers, like dsp, for the same reason many advise, if you want to look young and thin, hang around with older fatter people <gg>. uf

To: puborectalis who wrote (44536)	10/14/1999 2:22:00 AM
From: Clarksterh	Respond to of 152472

Stephen - For instance, in the case of Motorola and Nokia, any chips produced by them must be consumed in their own products. In other words, they are not licensed to sell to third parties. Incorrect. Motorola (and Lucent should they want to) are licensed to sell ASICs to other licensees. Samsung and Nokia are not so privileged. The rest of the write-up has some questionable info: Q will still receive royalties for each chip Samsung makes for themselves plus royalties on the phones they sell. That isn't clear to my knowledge. It might be true that Qualcomm can double dip and collect on the internal-to-licensee ASIC as well as the phone, but I've never seen nor heard that expressed. Qualcomm has a great money machine, but it's not perfect. Clark