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

To: Ruffian who wrote (12367)6/15/2000 3:44:00 PM
From: carranza2  Read Replies (1) | Respond to of 13582
 
Ruff, can you tell me why this is bad news? Sounds like more royalties for the Q to me. Does LSI have any CDMA patents which bypass the Q's? I thought they were a licensee.

What gives?



To: Ruffian who wrote (12367)6/15/2000 3:44:00 PM
From: Labrador  Respond to of 13582
 
>>Challenging Qualcomm on its own turf, LSI Logic expects to introduce handsets based on its own code multiple division access (CDMA) technology in the fourth quarter,
according to John Daane, an executive vice president at the semiconductor manufacturer.<<

Time to short LSI Logic ! Everyone's going to GSM.

[that's a joke, son]



To: Ruffian who wrote (12367)6/15/2000 9:00:00 PM
From: cfoe  Respond to of 13582
 
Daane also said communications chip revenue is expected to grow 70 percent this year, up from the
company's previous guidance of 60 percent.

We know Q will ship more ASICS in Q3 than they did in Q1. Now we know that this is not coming at the expense of their biggest (and only?) chip competitor. Looks like a very good Q3 & Q4.


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