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To: Jock Hutchinson who wrote (20576)	11/8/1999 5:07:00 PM
From: Beachbumm	Read Replies (2) \| Respond to of 25814

Boy, this stock likes 60 about as much as I like carrots. Jock, regarding this one chip fits all deal from MOT, is this push or pull? I mean, does MOT think this is nifty or are customers requesting such a gizmo? I would really like to buy an Audi right now but even though I can pick coconuts here I can't find an Audi without four-wheel drive. But since they make such great four-wheel drive they ship almost all their product with it. Well, I ain't buying it in South Florida. I'd be really curious to know if this is Motorola overkill. And how can they be trusted to meet delivery, after AAPL fiasco? And if CDMA is going to take over the world anyway, why have the other standards on your silicon? Just musing here. Beachbumm

To: Jock Hutchinson who wrote (20576)	11/9/1999 1:31:00 PM
From: DWB	Respond to of 25814

A couple things about the MOT chip announcement... MOT and the Q currently are undergoing some legal wrangling, regarding MOTs use of certain QCOM IPR. There was also talk about MOT perhaps buying the QCOM handset division, but that they had fallen out of the running recently. The MOT announcement came out, very conveniently, right before the Q released their latest earnings. If they were trying to cheapen the sales price for Q's handsets, or affect the negotiations on future ASIC sales for the division, it would have helped to have a killer ASIC of their own as a bargaining tool. Subsequent to the announcement, and in the Q conference call (replays of which are available on the net), the Q management has stated that it's much to do about nothing. The MOT chip doesn't do anything that Q ASICS aren't already capable of, and the MOT solution actually requires a second chip to handle IS-95 CDMA (small footnote at the bottom of the original MOT press release). I think I saw a Morgan Stanley report on the MOT chip that stated it's bigger (form factor) as well. Plus if they are doing a lot of the multiformat compatibility in software rather than on the silicon, it will operate ssss llll oooo wwww eeee rrrr than people might expect. The Jury is still out, but my I'm not too worried by this one. There are a number of posts on the various Q threads about this, and you should be able to find them in a relatively quick search. Here's a couple... Message 11788154 Message 11765143 Regarding LSI's focused CDMA chips, the argument is similar to the one for the graphics/processors in devices like the Playstation versus a PC for gameplaying. When you focus on one thing, you can do it really, really well, rather than doing a bunch of things at a fair-mediocre level. JMHO DWB Q10K/Y2K+5