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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Ruffian who wrote (94211)	2/22/2001 12:15:34 PM
From: limtex	Respond to of 152472

Ruff - Why is the sale of a chip set a negative for Q? I mean everyone is going to be in the chip making business and there will be price competition except for the IPR? Best regards, L

To: Ruffian who wrote (94211)	2/22/2001 12:29:32 PM
From: Keith Feral	Read Replies (2) \| Respond to of 152472

PrarieComm introduced a WCDMA chipset just prior to Qualcomm's WCDMA chipset last fall. Currently, PrarieComm sells about 1 million chipsets world wide. QCOM made 60 million ASICs last year. By the time that the WCDMA market develops by the end of the year, the conversion of the GSM market to WCDMA is going to geometrically increase the size of the CDMA chipset market. With the ASIC market for CDMA increasing to 90 million this year, I would love to see PrarieComm increase their capacity. The more devices that get WCDMA ASIC's in them, the more royalties QCOM will be able to collect.

To: Ruffian who wrote (94211)	2/22/2001 2:04:53 PM
From: tradeyourstocks	Respond to of 152472

PrairieComm's W-CDMA chipsets in Samsung's third-generation handsets is a "potential long-term negative" for Qualcomm. Samsung and Qualcomm have a very good relationship. Samsung relies heavily on Q's CDMA chips to power their bread and butter business. Now that the 1x upgrade cycle has begun and Q is the only one with 1x chips, Samsung will rely on Q even more. I don't think Samsung would do anything to jeopardize this relationship. I would have liked to see Q's multimode chip in the field trial but it wont be ready till next year, so I don't fault Samsung for going with PrairieComm to get there earlier. The fact remains though that 1x will dwarf WCDMA for at least a few years and that's where Q has positioned itself to dominate. I believe that there is still plenty of time for Q to establish itself as a leader in the multimode arena. microe