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


To: Bux who wrote (2900)11/3/1999 1:32:00 AM
From: JGoren  Respond to of 13582
 
Media don't understand enough to be able to have done what they did. Carefully orchestrated MOT pr. Now if MOT doesn't produce, they will look like complete idiots--again.

Remember, Qcom has sued to terminate MOT cdma license. I see it as Ericy-like attempt to pressure Qcom and general pr to make mot look good, hide faults, announce stuff far out--who knows if it will really happen. May even be parting blow because mot rumored to have pulled out of handset div. bidding.

According to CC, MOT chip is aimed at GSM market, requires a second (cdma) chip and is large.



To: Bux who wrote (2900)11/3/1999 3:28:00 AM
From: qdog  Respond to of 13582
 
I'm not a fan of the media to begin with and am always viewing them with utter contempt, which is a long held view on my part. How long did we have to endure the media distortion and misreporting of the CDMA story? They still do it, but now more to a beneficial way. How many times do I see CNBC sensationalize or demostrate they don't know the difference between a fig newton and an electron? How many times a day do they pump GE stock? It maybe a free press, but it ain't free from distortion, bias, opinion or ignorance.

Now that I got the media rant off my chest; I suppose the diploma carrying "Communication Degree" PR department members of any company, put the best spin on a companies product or business. Do they stretch things or "excuse me" slight exaggerations? Of course they ALL do, even QCOM.

The movement to system on a chip isn't new to folks that are involved in component design, so in some regards I'm not shocked or taken aback by Motorola announcement as something new or surprising. TI is teaming with some Brit company to develop the samething that Rotomola just announced using a RISC processor and TI's DSP's; combining processor and DSP capabilities, with memory all in a single package. Don't forget that Rotomola is the chip in Apples, which are RISC processor's, although IBM is going to supply them as well.

Maybe I missed it, but I won't be surprised if an Intel/AMD or IBM collaboration isn't in QCOM near future.....