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

To: dave katragadda who wrote (46038)	10/25/1999 11:52:00 AM
From: Boplicity	Read Replies (2) \| Respond to of 152472

I agree with you. I believe the pie is expanding enough to soften the transition of QCOM s motel from one that realizes the bulk of their rev.s from ASICs to one that is based on royalties, that QCOM share price will not be affected. I do believe at sometime that QCOM management will sell the whole company as the scale and resentment become a problem for them. Greg

To: dave katragadda who wrote (46038)	10/25/1999 12:38:00 PM
From: cfoe	Respond to of 152472

<If Samsung in futrure rampsup CDMA ASIC chipsets aggressively, how much would it impact ... Q> Some "eons" ago (like last Spring) one of the more knowledgeable and bullish analysts who follows QCOM (I believe from Salomon) was factoring in a drop in ASIC share of market for Q from the mid-90% now to the mid-60%. However as previous response pointed out this is going to be of a much (much, much) larger market.

To: dave katragadda who wrote (46038)	10/25/1999 6:48:00 PM
From: Lance Bredvold	Respond to of 152472

Dave; My distinct impression of Irwin Jacob's character is that he is one of those rare 10 foot tall humans who would wish Samsung as much success as possible. It really doesn't affect the Q because they are not in the business of producing ASIC designs but temporarily while others can't do it well enough. And I think his character carries throughout the organization to a large extent. Look at the history. Infrastructure was produced by the Q when no one else could or would do it and then given to Ericsson to help them be competitive. Leap's business was a necessary focus when the Q did it (and may still be in some geographic or political areas) but once the difficult stuff was done, the Q spun it off and kept working on the necessary creative activities to make the best radio technology available throughout the world. Nor is Q a handset manufacturer. When asked at the annual meeting a couple of years ago what certainty he had that legal challenges to the Q's patents wouldn't just continually stymie rollout as Ericsson's was doing, Jacobs responded that there was none, but that the Q would always be so far ahead of the competition that those old legal challenges to their IPR wouldn't matter anyway (my rephrasing of what I thought I heard). So I fully expect that when almost any good technology company can produce excellent CDMA asics, the Q will be either retired or on to something else. JMHO. Lance