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

To: CAtechTrader who wrote (76015)	7/9/2000 5:24:55 PM
From: S100	Read Replies (1) \| Respond to of 152472

Now if the earning go up as much as Dr J seems to think in the Bloomberg Interview. He seemed to very positive on the ASIC issue. I thought that others would have been producing working CDMA ASICs by now. Even the ex QCOM group, Dotwireless, did not seem to do much. No matter how the WCDMA standard is changed, He seems to think it is no big problem. Wonder who the "vertical manufacturers" are? --- SNIP Well, first of all, from the Qualcomm point of view, the royalties will the same regardless of which flavor of CDMA is used in the new frequency bands in the future so that is not a great issue. With respect to the chips, we currently have the greatest expertise in manufacturing CDMA, WCDMA or DS or whatever you wish to call it, or multicarrier technology are CDMA , it is not the TDMA used in GSM and it is completely completely different from that. It is CDMA. and we have the greatest expertise in CDMA chips and we are extending that to all flavors of CDMA and so those small changes in the different flavors, are ones that will be accommodated in our chips. we expect that our expertise will in fact, assure that we provide a highly superior chip and therefore, we end up with an interesting percentage of the market. The interesting aspect of that is that we go into 2003 and 2004 that much of the world in going to CDMA in the new frequency bands and therefore the growth in the CDMA market is going to be HUGE and we expect to capture an interesting part of that market. Message 14014898