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Technology Stocks : Wind River going up, up, up! -- Ignore unavailable to you. Want to Upgrade?

To: James Connolly who wrote (8973)	12/26/2000 11:54:28 AM
From: slacker711	Read Replies (1) \| Respond to of 10309

As far as I'm aware Intel have a license from QCOM to produce CDMA chips. This was obtained from the DSPC acquisition last year. I'm not 100% sure about this, can anyone confirm ? Intel definitely renogotiated their license for CDMA....however, I think they dropped any plans to produce IS-95 chipsets and are instead focusing on 3G. I dont have enough understanding of Wind's position in the XScale architecture to comment on the 50% marketshare figure....however, I think that it is pretty unlikely that Intel will have 30% of the overall 2.5G and 3G chip market. If you look at the handset market, most of the major players have either internal chipset development programs (NEC, Motorola, Toshiba) or have long-term relationships with current suppliers (Nokia, Ericsson). It will be extremely tough for Intel to break into these strangleholds. As far as I know, the single handset manufacturer that Intel is currently working with is Mitsubishi. Slacker