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

To: RocketMan who wrote (4518)	12/23/1999 3:55:00 PM
From: Nancy Haft	Read Replies (1) \| Respond to of 13582

Here's a phone number for the cc replay in case anyone is interested: U.S. participants dial 1-(800) 252-6030, Access Code: 5394350. INTERNATIONAL callers dial: 1-(402) 220-2491, Access Code 5394350.

To: RocketMan who wrote (4518)	12/23/1999 3:58:00 PM
From: engineer	Read Replies (1) \| Respond to of 13582

Rocket, I cannot understand your premises. What are you talking about? #1...Copying also has a few drawbacks as there are design patents in the chipsets as well. What I was saying is that it is not hard to read the IS95 spec and implement each block as required. It is hard to make them low power, low cost, and well integrated into the RF system. Although the spec requires certain RF levels to work, you must go beyond that in many areas to get good working chipsets. this is what MOT and NOK have been finding out and why their phones drew 50-100 times as much power once they turned them on. Door #3 means that they are going to chase them. After how many years would you let the R&D continue if they did not produce anything and were loosing market share? #3 can only continue if they really have the right ASICs in process or a fiarly good working phone.

To: RocketMan who wrote (4518)	12/23/1999 6:38:00 PM
From: Mr. Sunshine	Read Replies (1) \| Respond to of 13582

<<The ASICs themselves are not hard to do ... So it appears that Nokia has three choices: (1) Copy and mass produce, pay Q royalties (2) Buy from Q, pay Q the cost (3) Make them, pay Q royalties + continuing R&D costs>> My bet is on number (3), by trying to steal as many QCOM engineers as possible. Starting the day of the announcement (at least that was the first day I saw it) NOKIA has had large ads in the San Diego Union-Tribune for all types of wireless/RF engineers. Obviously trying to steal disgruntled Q phone employees. A large number of engineers jumping to the Dark Side could bring them up to speed on CDMA ASICS fairly fast. Let's hope that the structure of the deal will keep our intellectual brainpower where it belongs - making money for us. Great Investing to All, Steve