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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Ibexx who wrote (2490)	8/28/2000 5:19:34 PM
From: A.L. Reagan	Read Replies (2) \| Respond to of 196565

Keith, you assume a lot (or maybe a little) about Intel. Also, I think you must mean Craig Barrett these days, not Andy Grove. Or are you thinking Grove is still the man behind this all? Do you also assume that Siemens and Alcatel won't make WCDMA chips? If so, on what basis, other than wishful thinking? Have you even researched their capabilities? Do you think Siemens in particular knows nothing about the CDMA air interface? (On the one hand we'll have people on these threads argue that LAS-CDMA is make believe CDMA - and then those same people will just as strongly assert that QCOM would be due its royalty.) And who do you think, other than Qualcomm, makes chips for Globalstar handsets? [SpinCo and NOK/TXN are not the only likely players in the WCDMA chip biz.]

To: Ibexx who wrote (2490)	8/29/2000 9:28:38 AM
From: Keith Feral	Read Replies (1) \| Respond to of 196565

Just like NOK, huh??

To: Ibexx who wrote (2490)	8/29/2000 1:15:51 PM
From: cfoe	Respond to of 196565

[INTC] didn't say "can't".... just "won't". I think the timing of when the announcement was released reveals INTC's real message. It was released late on a Friday afternoon, after their developer conference had already ended and was grabbing most of the news space, before the next to last summer weekend, before the last summer holiday week. Could they have picked a time when the news coverage on this item would have been lighter? If this was a positive development for INTC, wouldn't they have announced it earlier in the week, say during the developers conference, and gotten lots of publicity? I read a long column about INTC out of the developers conference and not one word about their CDMA announcement.