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

To: Keith Feral who wrote (5222)	12/4/2000 3:28:27 PM
From: DWB	Read Replies (1) \| Respond to of 197065

Keith, Just curious... Since Qualcomm (or that portion soon to be Spinco) is fabless, why is it such a stretch to ramp production? Wouldn't it be a matter of negotiating with IBM or the Asian fab shops to increase chip output? It might cost a bit more, but one would think the economies of scale would benefit Q regardless... DWB

To: Keith Feral who wrote (5222)	12/4/2000 3:31:58 PM
From: slacker711	Respond to of 197065

The situation which involved Samsung was a hypothetical....however, my underlying point is that currently both the chip supplier AND the handset supplier pay royalties (unless they are the same company). Second, Qualcomm needs to increase industry compeition for CDMA ASICs if WCDMA assumes global leadership. I agree....the question that the today's press release raised was weather Qclassic will receive royalties from TXN. I believe they will, but today's PR wasnt very explicit. As a TXN shareholder, I have listened to TXN comment on the patent situation a couple of times. Today's PR sounds almost exactly as how they saw the situation playing out. Slacker