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To: techreports who wrote (48690)	11/8/2001 9:30:11 AM
From: Mike Buckley	Respond to of 54805

techreports, To make sure you look at both sides of the coin ... china agreed to use Q ASIC exclusively China says a lot of things and even if they do what they say, agreements change. Samsung and Motorola have other things to worry about and I doubt their R&D spending on ASIC is as strong as Qualcomm's. Both companies will have to do some major thinking as to whether it makes sense financially to compete with Qualcomm's R&D budget. I don't know the details either but I do know that Motorola's total R&D is about five times that of Qualcomm's. I didn't look up Samsung's. Qualcomm's R&D isn't totally devoted to ASICs either. --Mike Buckley

To: techreports who wrote (48690)	11/8/2001 5:31:00 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

techreports, << Could be wrong, but i think Q ASICs are the only ones that support Snaptrack. If a carrier decides to use Snaptrack for their GPS technology, then they are essentially locking themselves into Q's ASICs. Either way, I think Sprint is going to use Snaptrack. >> I think Sprint plans to and I believe DoCoMo is already using it, or at least trialing it, on their PDC network. Yesterday (Nov, 9), Sprint PCS said it would use Qualcomm’s SnapTrack location chips inside its mobile handsets. Verizon Wireless has opted for a network-based plan from U.S. Wireless Corp. and possibly others. Cingular Wireless says it will deploy both network and phone-based options. - Wireless Week - There is no particular reason why BREW and SnapCore could not be incorporated into a Nokia/TI designed SOC or handset. It would of course be a matter of licensing and developing. Whether they will or not is another story, but if they don't they potentially limit their cdma market. While it is dangerous to assume anything, I am going to make the assumption for the moment that when Nokia was negotiating their WCDMA infra license and renewing their cdma license for handsets to include WCDMA that they probably covered their BREW and SnapTrack bases. TI is a SnapTrack licensee and can incorporate SnapCore into an SOC or a small separate IC. SnapTrack definitely is not limited to Qualcomm ASICs: snaptrack.com Obviously Qualcomm enjoys a nice competitive advantage by controlling cdmaOne/cdma2000 architecture and incorporating BREW and SnapTrack GPS into the architecture of their chipsets. They don't enjoy the same advantage with GSM/GPRS/WCDMA but both BREW and SnapTrack are potential hooks into that wider wireless world. - Eric -