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


To: slacker711 who wrote (3390)11/19/1999 8:33:00 PM
From: slacker711  Respond to of 13582
 

Just thought of something.....How about if Q doesnt end up licensing HDR to other ASIC manufacturers? The investment in Korea Telecom could "lock" the Korean phone manufacturers (read Samsung) into Q's chips. If KT forces the deployment of HDR throughout Korea then manufacturers like Samsung would naturally have to supply dual-mode phones (1xrtt and HDR). This would force phone manufactuers to Q's ASIC's.

I'm not sure if the Q is yet in the position to do something like this (it might take a stronger position like MSFT/CSCO/INTC). However it could be an intriguing possability. Of course you only take this risk if you can afford to tick off the entire handset manufacturing community.....

Slacker