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To: mauser96 who wrote (27948)	7/14/2000 3:40:24 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Luke: Hey your memory serves. In my case, the same thing, but the IBM PC was for my kids. I didn't have a clue how to use it. Suggest the analog is CDMA and Qualcomm. That is the WINTEL team in wireless but in the case of the Q, Qualcomm is both Microsoft and Intel combined. It took many of us some time to figure out the key to Cisco was not (and is not) its routers (hardware) but its software which became essential in networks. Suggest that Qualcomm is similar. The hardware (chips) - the Intel part - are like Cisco's routers - clear to all. But the real "lock" is in Qualcomm's CDMA software - the Microsoft part - which is like Cisco's software - just beginning to be understood to be key. Actually this has been the problem Nokia has had, not really its chips but its CDMA software using its chips. As this is more and more appreciated, the power of Qualcomm's gorilla position will be better understood also. Best. Cha2 PS The above applies to HDR and its software as well. PPS Looking at the hardware / software combination this way helps explain why Qualcomm has maintained such a lock on 1X "chips" - its not just the "chips" themselves but the software and know how to make those "chips" work right.