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

To: slacker711 who wrote (5213)	12/4/2000 3:16:39 PM
From: Keith Feral	Read Replies (2) \| Respond to of 197064

That is not correct. First, Samsung buys their chipsets from Qualcomm not LSI. The real loser in this deal is PrarieComm and Intel which have agreed to pay royalties on the ASICs. They had no IPR to negotiate favorable exchnage of IPR with QCOM. TI obviously does. Second, Qualcomm needs to increase industry compeition for CDMA ASICs if WCDMA assumes global leadership. The construction of new UMTS networks and the conversion of GSM/TDMA networks to WCDMA cannot take place with QCOM as the only global supplier of ASICs. Qualcomm will not be able to keep pace with the new delivery of CDMA ASICs for 3G. By 2003, CDMA ASIC volumes for CDMA2000 and WCDMA could exceed 250 million. (My own projection). That is a fourfold increase in less than 3 years. QCOM will have troulbe keeping up with industry demand of 100 million ASIC's next year. QCOM is entering the big leagues with this deal. I hope this deal with TI paves the way for the speedy resolution of Nokia to sign a 3G license with QCOM.