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

To: Theophile who wrote (5258)	12/5/2000 1:57:41 AM
From: Mike Buckley	Respond to of 197207

Geoffrey Moore author of Gorilla Game stated recently that he felt TI was an evolving gorilla in the DSP arena... He also once said that Qualcomm was a chimp and that JDSU was a Gorilla. He was wrong on both counts. Those of us in the G&K folder have pretty much come to the conclusion that he's too loose with his terminology. I don't see how the DSP market can be anything other than a royalty game. No gorillas. No primates of any kind. --Mike Buckley

To: Theophile who wrote (5258)	12/5/2000 2:43:11 AM
From: engineer	Read Replies (2) \| Respond to of 197207

No wonder Irwin reads the thread from time to time. Such fiction is good reading..... Look, TI bought Dot wireless which had been designing CDMA based chips. TI just got a lic for those chips that dot wireless did not have. So QCOM now gets a royalty from their competitors. No ulterior motive, guys. HDR stands on it's own. QCOM has it's own DSP cores from 1993 and has been using them since then without any need for TI. They designed them when NOBODY in the market at the time would support QCOM with any help. I would suggest that they used the patnet exchange to gain access to GSM related IPR.