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

To: w molloy who wrote (3458)	11/21/1999 8:12:00 PM
From: DaveMG	Read Replies (2) \| Respond to of 13582

W... Can you flesh this out a little? How big would you say QCOM's advantage over competitors is (MOT,INTC via DSP, etc?). At least least 2 over primary competition (MOT; NOK; ERICY; LSI). I discount INTC because I think they bought a pig in a poke with DSPC. And how important is software in this scenario? Dr. J. emphasized the importance QCOM's software as much as the chip side. LSI recently displaced QCOM in the new Denso 'phones. This indicates that for Denso at least - good software is more important than a leading edge CDMA performance. Dr J seems to be acknowledging that QCOM stack and API design must be improved Although I realize you're making an educated guess I'm curious why you chose 2 yrs instead of 1 or 3? And can you fill us in on any particulars of that lead, particulars that would make sense to the non engineers among us.. The Denso/LSI announcement wasn't one I enjoyed reading. IF LSI won because of superior software as you suggest, it must mean that the Q RF lead just isn't that important anymore, that the other supplier's chips are getting "good enough"? I presume on networks loaded at capacity the carriers would favor phones that utilize the spectrum most efficiently, but we're not there yet are we. thanks...Dave