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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: shamsaee who wrote (28160)7/17/2000 6:18:49 PM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
>> I would be shocked if INTC produced ASICS for QCOM.

I hope you get over it quickly, Sham. Intel is one of the fabs that Q has used for their asics. Due to Intel's internal demands, I don't know if they are still fabbing for Q, but they've had lots of business with them in the past few years.

uf



To: shamsaee who wrote (28160)7/17/2000 7:48:54 PM
From: Ruffian  Read Replies (1) | Respond to of 54805
 
A friend sent this to me, re; TXN >

TXN - they bring in the strength of significant knowledge in DSP and GSM - so
W-CDMA chips by TI/DotWireless will represent good competition. However, as seen
with Intel/DSPC, Q beats them hands down with integration of features (Audio Features
(Voice Recognition, MIDI, MP3 etc.), GPS etc.). But if they integrate memory, in the
short term, that's an issue to keep an eye out. But knowing both DSPC and DotW,
wouldn't really worry, but would get complacent either.

Ruff