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To: KyrosL who wrote (62590)	1/16/2000 6:53:00 PM
From: RocketMan	Respond to of 152472

Thanks, Kyros, that's an important point, and one that is not at all obvious from reading through their SEC filings. For example: CDMA Technologies Segment (QCT) The QCT segment is a major supplier of components to manufacturers that need to design CDMA into their phones or infrastructure equipment. QCT continues its tradition of helping manufacturers produce smaller and more affordable products by bringing new chipsets to the market with more functionality in a substantially smaller package size. QCT's CDMA ASIC products include Mobile Station Modem ("MSM") chips for telephone handsets, Cell Site Modem ("CSM") chips for infrastructure base stations and a number of related chips that make digital voice transmission and processing possible. So they supply components to manufacturers. I assumed this meant they supplied the CDMA chipsets to cellular phone makers, including their own which of course is going over to Kyo. But you are saying that Intel and IBM manufacture their chips, and they provide the design. Well, I actually think this is a better arrangement, as long as they can protect their IPRs.