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

To: Mike Buckley who wrote (5292)	12/6/2000 4:13:59 AM
From: 100cfm	Read Replies (2) \| Respond to of 197232

If deals can be struck with reasonable economics, nothing is more important than growing the value chain. Mike, We discussed this back in July on the G&K when it seemed that Q's value chain was in full revolt. I agree that deals like this are essential as the value chain circles the wagons around it's Gorilla. It's a welcomed change from when Mutiny was in the air. All we need now is for Siemens to join in the supprot of our Gorilla. NOK is becoming less and less important to us but they still would be nice to have on board, NOK just doesn't like it's role as Q's chimp<gg>. The more I think about this deal the more I think it's a win win for Q. Even though TI gets to produce an ASIC royalty free, the device that ASIC goes into will generate a royalty to Q based on it's ASP. No different then the agreement with MOT. Combined, Q's and TI's IP will be unrivaled and with Q winning in the execution department I see no way that Q doesn't dominate WCDMA market share.