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

To: Valueman who wrote (2337)	10/14/1999 1:20:00 PM
From: jackmore	Respond to of 13582

V, 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. Great! Thanks for posting that info. BTW, any chance IBM could be a factor in the handset sweepstakes? Best, jack

To: Valueman who wrote (2337)	10/14/1999 1:58:00 PM
From: phatbstrd	Read Replies (2) \| Respond to of 13582

Valueman, Yes thanks for that post as I was under the impression that INTC was no longer a fab for Q! I'm reading on the other thread a lot of concern for Q regarding INTC buying DSP, so here's 2 questions if you please: 1) Doesn't DSP pay a licensing fee to design and build chips, with the purchaser of said chips paying a royalty to Q?? 2) Why would this change with INTC owning DSP, regardless of renegotiations of new contract; meaning Q recieves no matter what? If I'm wrong please correct me, but it seems to still be a win/win situation. Much appreciation P