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

To: shamsaee who wrote (28170)	7/17/2000 7:20:59 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

You are assuming that INTC will be a competitor. Does INTC compete with MSFT?

To: shamsaee who wrote (28170)	7/17/2000 8:19:22 PM
From: gdichaz	Read Replies (2) \| Respond to of 54805

shamsaee: Whoa. While Intel was once a "foundry" for the Q, the sad fact is that Intel is completely, totally, and absolutely out of it as far as CDMA design is concerned. Intel is a fine company and Texas Instruments is a fine company, but neither has even a license for CDMA themselves though small adjuncts do, let alone any experience or know how in the crucial software needed. A reality check is needed here. In the long run, after both obtain Q licenses (an absolutely essential precondition and one that the Q will weigh carefully IMO) Intel and Texas Instruments may make the chips at the low end of CDMA. But remember that the Q is far and away ahead of all in the basics, the add ons and the bells and whistles. Can either Intel of Texas Instruments keep up, perhaps, but it is a hard row to hoe for either of them - no slam dunk and a bounce off the rim is not out of the question. Best. Cha2 PS As Teddy Rosevelt might have said, "Bully for you" as you have held your own against the slings and arrows. Chuckle. Go Go Go. Onward and upward. (Or somesuch).