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

To: Cooters who wrote (79780)9/8/2000 11:39:05 AM
From: 100cfm  Read Replies (2) | Respond to of 152472
 
Coots,

Didn't realize one ASIC was easier to make then the other.
I thought that no one was able to produce any ASIC.
Also how did they beat Q to the punch. Or is this the WCDMA ASIC that Gilder said Q would have in November, seems too much of a coincidence to be otherwise.
NEC is a Q Lincensee so they definitely are allowed to make the chips if they are able to.



To: Cooters who wrote (79780)9/8/2000 11:47:32 AM
From: Keith Feral  Respond to of 152472
 
NEC has an OEM agreement with QCOM requiring them to buy a certain % of their equipment from QCOM. I would think that this agreement for CDMAONE equipment would extend to 3G equipment as well, i. e. Qualcomm will supply the chips.

NEC and Alcatel
NEC and DoCoMo

We should have an answer to the QCOM's ASIC position for WCDMA very soon.


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