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

To: foundation who wrote (2933)	9/8/2000 7:17:48 PM
From: A.L. Reagan	Read Replies (2) \| Respond to of 196546

Benjamin, having brought up the Infineon tri-mode offering on this thread a week or so ago, (and suffered a few arrows for having done so) did a little more digging and at this point would concur with you that their chip is still in design stage. Can't say for sure, but could find no press release advertising that the chip was sampling, and it is not listed in any of their distributor catalogs (that I could find). I couldn't even find a release announcing the product either. So, it would appear Siemens is definitely planning to be a player, despite their earlier Dallas CDMA chip-making fiasco, where they gave up the IS-95 ghost. I'd neither count Siemens out, nor in, at this point. And unlike standards battles, which get fought out in the open with mondo FUD, product development progress tends to be a more secretive. Other than hunches based on past performance, we really don't have a good idea at this point where various vendors are in producing a chipset. We do know that our guys still need the GSM IPR to do a multi-mode chip. When SpinCo is ready to spin, the revised S-1 and accompanying roadshow should be really interesting. We all need to keep a weather eye out for what the other guys are up to, and never ipso facto assume that past performance guarantees future results. Message 14289419