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

To: slacker711 who wrote (2505)10/19/1999 10:52:00 AM
From: carranza  Read Replies (1) | Respond to of 13582
 
Don't you think that Intel would have cleared the license issue with the Q before purchasing DSP? It seems to me that some sort of agreement or understanding would have necessarily been in place as part of the deal. Otherwise, Intel takes too big a risk that the license issue will not be resolved after it invests in DSP. Result: A really bad situation.



To: slacker711 who wrote (2505)10/19/1999 11:17:00 AM
From: 100cfm  Respond to of 13582
 
good article. i think the chip number they quoted for 2002
is way off. cdma subscribers increased 171% from 6/97 to6/98 to 35 million. no reason to think the growth rate will slow.
that means there will be aprox. 60 million new subscribers added in 2000. can qcom meet that demand by itself? if it can then they are in a very strong negotiating position, if not then they need intel to a point.


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