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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (58104)	12/30/1999 11:17:00 AM
From: LBstocks	Respond to of 152472

I believe it is just posturing on Samsung's part to get a better price agreement. Even if Samsung really intends to manufacture their own ASIC, when will they have a competitive product? MOT and NOK still can't get it right and they have several years head start on Samsung. In any event, how would that change the revenue stream? Isn't it fairly neutral as to whether Q makes the ASIC or someone else makes it and pays Q a royalty?

To: Boplicity who wrote (58104)	12/30/1999 11:18:00 AM
From: marginmike	Read Replies (2) \| Respond to of 152472

Gregory from what I am told Samsung has been saying this for 5 years. It is, in my friend at Q's words, simply a negotiating ploy. If you look at the amount of money they are spending on the project(it was stateted in an old press release) its a joke. I would also point out that the move to 1xr4t and HDR will be so far ahead of where Samsung could possibly be, that even if they did pull a chip out of their ass it would not be competitive and in the market for at least 3 years. The wizards of wireless at Nokia are now on 4 years of developing. The partnership I would look at with concern is the INTC/DSP partnership