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

To: foundation who wrote (6850)	2/2/2001 12:11:21 PM
From: gdichaz	Respond to of 197214

Ben: Still puzzled about the full implications of the Qualcomm / Texas Instruments agreement, viz: (from Reuters some time ago) "Wireless technology company Qualcomm Inc. (NasdaqNM:QCOM - news) and semiconductor maker Texas Instruments Inc. (NYSE:TXN - news) on Monday said they agreed to cross license each other's patent portfolios, to allow each company to supply integrated circuits for all wireless standards." My understanding (which may be off base of course) is that Texas Instruments supplies the chips for Nokia's GSM (and TDMA by the way) phones while Nokia provides the design to TI. If so, what did Qualcomm gain from TI? Still unclear. Does anyone here have a clue? And specifically how might this relate to GSM/1x chips produced by either QCOM or TXN? Best. Chaz

To: foundation who wrote (6850)	2/2/2001 1:33:08 PM
From: 100cfm	Read Replies (2) \| Respond to of 197214

Ben Would not a 1X/GSM chip offer: 1. True worlwide roaming. 2. Would it not allow carriers to immediately and simply switch out base station channel cards which would give them a system with higher capacity and 144k speed available now while not having to disturb their existing GSM customer base. Then they slowly phaseout GSM only phones and the migration to 3G becomes automatic at a much lower cost. 3. If one carrier did make the switch wouldn't the rest have to follow. How would they compete with GPRS?