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

To: slacker711 who wrote (6186)	2/3/2000 2:48:00 PM
From: slacker711	Respond to of 13582

Another article talking about the Q's release of the MSM5000 ....Thought this part was interesting. wirelessdesignonline.com{C255AC37-DA59-11D3-8C1C-009027DE0829}&Bucket=Latest+Headlines Pin-compatibility will allow the 29 handset manufacturers using the MSM3000 to introduce 3G handsets rapidly by reusing existing designs and software applications. In delivering the solution, Qualcomm has exceeded the ITU's 3G requirements for data rates in full wide-area mobility of 144 kb/s by enabling data rates of 153.6 kb/s on both the forward and reverse links. Can I take this to mean that you can literally drop a MSM5000 into a MSM3000 handset and double the voice capacity? There are no other circuit board changes? If so....the rollout will be incredibly fast. Slacker

To: slacker711 who wrote (6186)	2/3/2000 3:11:00 PM
From: gdichaz	Read Replies (2) \| Respond to of 13582

slacker: Very important post. Looks like Intel's newly acquired DSPC does indeed have a chip similar to (and perhaps equal in performance to) the Q's 5000 chips for 1XRTT - the first step in CDMA 2000. This is particularly so, since Japan was where the old DSPC did much of its business. But since DSPC also supplied chips to Ericsson for GSM use, the "new" contract between Intel (presumably meaning the DSPC subsidiary) and Ericsson would seem important also. Yes, it does look as though the Q has a 1XRTT competitor on a similar (or perhaps slightly lagging) time scale. How fast and in what volume DSPP can produce and therefore compete is of considerable interest, no? Thanks for this news (I guess). Well, better to know - that is always so. Hope we can learn more detail as this goes forward. Best. Chaz PS Those who like to look at the bright side might say that this helps the Q by making a "second source" possible so that supply is not unduely constrained and buyers are more comfortable. Note: The very fact that the Q not only licensed DSPC to make CDMA chips in the first place, and then confirmed Intel's right to continue to do so after their buyout, would indicate the Q is willing to see chip "competition" as long as the Q is paid a royalty on each.