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

To: Carter Patterson who wrote (5624)	12/18/2000 3:10:36 PM
From: tradeyourstocks	Read Replies (3) \| Respond to of 196568

The idea behind RF direct to Baseband has been around for a long time and has been used in other digital communications standards. It is more difficult to implement in cdma and therefore I see today's PR as a VERY significant engineering accomplishment. I have long been under the assumption that Q will integrate as much of the phone hardware as possible into their MSM products. Not much different than the strategy employed by Intel over the last 5 years. There are plenty of other components that will also go away in the future. For example, the current MSM's only have the digital portion of Bluetooth on chip. A Bluetooth radio would still be required to complete the function. If Bluetooth takes off in the coming years, I would think that this could be another integration/cost reduction step. I do wonder however, why Q chose to announce the ZIF feature today when the samples are close to a year away. I've always respected Q's conservative technology and fiscal guidance in the past. It seems to me that CTIA in Feb '01 would have been a more appropriate time and place. MicroE

To: Carter Patterson who wrote (5624)	12/18/2000 3:16:35 PM
From: JohnG	Read Replies (3) \| Respond to of 196568

Lying Ed Snyder weighs in for SAWS Chase says SAWS OK --2:38 pm - By Tomi Kilgore Chase H&Q analyst Edward Snyder reiterated his "strong buy" rating and $100 price target on Sawtek (SAWS: news, msgs), stressing "there is no overlap" of Qualcomm's (QCOM: news, msgs) new chipsets, which is based on CDMA2000, with Sawteck's filters, which are not of the 'third-generation' variety. The stock is trading down $17.38, or 27 percent, at $47.63. Earlier, Banc of America downgraded the stock, saying Qualcomm's new chipset was a negative for SAWS (see 11:51 item). Snyder noted out that Sawtek has been diversifying its filters, and sees no impact "in the foreseeable future." Snyder points out that few CDMA service profiders were planning to switch to CDMA2000. QCOM is now up $6.06 at $85.63. JohnG