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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: Jeff Vayda who wrote (2336)	10/14/1999 1:11:00 PM
From: Valueman	Read Replies (2) \| Respond to of 13582

Sorry--those were CC sound bites I was posting. MOST questions were on the Q license. They were not going to give up one shred of info there--repeated that answer I posted previously several times. It appears to me that the focus for INTC in buying DSP is 3G--period. The current ASIC biz is not at all the priority. INTC wants to be part of 3G devices, and 3G will happen first in Japan, and DSP happens to have a good presence there. As for foundry capacity, recall that after the MSM2300, Intel no longer was a fab for QCOM. This is not an issue. It is all IBM and Taiwan Semi now.