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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 (4496)	12/23/1999 11:01:00 AM
From: llwk7051@aol.com	Respond to of 13582

w molloy, The call mentioned that Kyocera is using other sources for asics for old phones. They were in the process of designing new phones based on qcom asic. This deal assures qcom that their asics will be in the final products. Also, the fact that qcom will help design the new phones should improve the percentage over the 70% mentioned in the release. Your source is not wrong. It is really a matter of increased sales to them. Qcom is now firmly entrenched with Kyocera. This is definitely a blow to Intel and other third party asic sellers. Robert

To: w molloy who wrote (4496)	12/23/1999 11:02:00 AM
From: 2brasil	Respond to of 13582

ot--wish i ahd kept my 500 kyo which i sold yesterday at 166!

To: w molloy who wrote (4496)	12/23/1999 11:03:00 AM
From: slacker711	Respond to of 13582

My industry source was adamant that this was not the case. He is not usually mistaken. I will have to check this out. I'm not sure why there is confusion on this one....from the conference call: Kyocera used the DSP chipset in their "spring" phones (from I. Jacobs). The newest IS-95B "winter" phones (which may not be out yet) were designed with Q's ASIC's. The design-in was done prior to the deal.....which must be true since it takes longer than two months to design a phone. Actually this makes sense to me now....I kind of wondered why DSP sold out to Intel at a price not much abover their high. They must have known that they would be losing their primary CDMA customer..... Slacker