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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 (4219)	11/2/2000 4:09:51 PM
From: FaultLine	Respond to of 197283

Well, until today I've been a real skeptic but this deal between Siemans AG and Toshiba just begs for a chip and, although it may be a Q chip (yipee), since it is Siemans here I really think there is a good chance it is their "own" company's chip. That's not to say this is going to work out anytime soon. This may well be beginning of the effort to clear the last tough hurdles to actual product and could take a while. --fl PS Thanks to everyone here - I really enjoy your discussions each day.

To: foundation who wrote (4219)	11/2/2000 5:42:07 PM
From: EJhonsa	Read Replies (1) \| Respond to of 197283

The fact that it's sampling can be ignored as well, I'm sure. Funny that no cries of "FUD" are raised from you whenever Qualcomm starts sampling an MSM chip. BTW, The sampling version doesn't support EDGE, making the claims far more credible; and somehow, the fact that yet another company, Toshiba, claims to be capable of developing a working W-CDMA chip in-house, is taken as a sign that W-CDMA won't work. Unblievable. Or, to use your eloquent writing style, the Kool-Aid you're drinking has to be very strong. As I was saying, distort away. Someone should call up Al Gore's speech writer. Even he could take some pointers from you. Eric PS - For those whose minds haven't yet been overriden by a Type-A fundamentalist/cult-follower complex, it should be noted that Siemens' handset division has turned its back on Infineon in the past. For example, the company buys a large % of the amplifiers it uses in its phones from RF Micro Devices, even though Infineon makes competing products. Likewise, they turned to Sandisk as a supplier for removable flash memory cards in their soon-to-be-released MP3 phone, even though Infineon has a competing solution via an alliance with Hitachi. Considering that that they're partnering with a company that's sunk hundreds of millions into its own W-CDMA development efforts, and has a head start by means of the Japanese rollouts coming next year, not to mention its close ties with DoCoMo, it isn't all that surprising that they'd ditch Infineon once again. PPS - Needless to say, the numbers were alright today, considering what was expected. Given that they can't comment much on licensing issues, the main things to focus on in the CC seem to be MSM3300 design wins, W-CDMA ASIC development and 3x standardization progress, and the outlook regarding the rate at which 1x and HDR deployments should progress. If they can combine the features on the MSM3300 onto a W-CDMA chip, and if they can start sampling the chip by January, the chances of some Japanese design wins seem pretty good. This is definitely more of a waiting period than anything else. As I'm sure most of you know, dwelling on the guidance given for the next 3-6 months could be just as harmful to your financial health as dwelling on Qualcomm's handset/infrastructure weaknesses might've been in the fall of '98.