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

To: Randall Knight who wrote (4212)	12/14/1999 8:29:00 PM
From: w molloy	Read Replies (2) \| Respond to of 13582

Hi Randall, >> Both use more advanced Q ASICs You are referring to ASIC expertise, not handset engineering. Either company could access advanced Q ASIC's by buying the chips. >> rebranded and sold immediately. Only in the US. Kyocera is interested in J-STD-8 CDMA for the Japanes market. >> QCOM has the know-how to make advanced CDMA phones that WORK No - QCOM has the know how to make a CDMA ASIC that works. >>Japan is already using 64K data capable phones. But not in the current CDMA devices. >>Kyocera will be paying royalties to Q Here is the rub. Neither company wants to pay royalties. They can get around this by taking an equity stake (or buying outright) QCOM. I think you and a few others are not distinguishing between ASIC capability and Handset capability. NOK and Kyocera have all the handset expertise they need. Thay can't get it together on the CDMA ASIC front, although NOK came close (they screwed up the DSP portion) w.