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To: DWB who wrote (20519)11/1/1999 2:19:00 PM
From: patrick tang  Read Replies (2) | Respond to of 25814
 
Yes, will be interesting to see how CDMA is going to reward LSI and QCOM over the next two years. Also will be interesting to see market percentage split for "generic" handsets vs higher margin and how that changes over the next two years since that is where QCOM makes their high margins.

patrick



To: DWB who wrote (20519)11/2/1999 5:25:00 PM
From: DWB  Respond to of 25814
 
For those interested in LSI's CDMA chip potential... QCOM just released their latest quarterly... sold 14,000,000 ASICS in the latest quarter... that's right... in the quarter. CDMA is still just getting started... just wait until it is fully running in a year or two.

DWB


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