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

To: Jim Mullens who wrote (32454)	2/15/2003 10:22:52 PM
From: engineer	Read Replies (2) \| Respond to of 197337

Thanks, Jim...you put it pretty well. There is no real magic that Intel has, except they have access to the best fabs. But they still cannot produce this chip on the Pentium line, which is what the author was thinking about. They get the hand me downs from the pentium line to use, which puts them right in the same ballpark as the rest of hte world on fab. This whole Intel event has proven one thing to me. More than most of the analysts and reporters out there have no idea what they are publishing about and just use keywords and associations to project what they think will be a real industry event. They all want to be first to post the big name person who is hitting hte market in a big way. Never mind that they get it all worng and backwards. Intel has not renewed the DSPC lic, so there is no chance in H*** that they put any form of CDMa on the chip. Intel is a digital chip maker. They will not put any radio on a chip. They may have MADE FOR THEM, RF modules. The chip is in fact GSM/GPRS. NO more. They are putting it on with a giant processor, which may attract the micrsoft clones to use it for the new microsoft OS, but that is yet to be seen. They are more cometeing with TI on the GSM side to win cusotmers such as NOKIA who they actually built the old communicator product for NOKIA. One more thing. If Intel perfects the GPRS chipset and gets alot of data things out there and GSM does NOT allow itself into the newer 3G bands, then the entier industry will die a slow death due to complete saturation of the GSM frequency bands. Somebody HAS TO GET WCDMA working and UMTS so that they can use the new bands and free up alot of the data things into that band. As I stated before, the GSM people are using a backdoor flooding of capapcity to get alot of GPRS out there in order to get carriers to want to add cell sites to get more capacity. that way they build out and suddenly they have the density to make WCDMA work. Kinda a tough poker move, but it may get more ARPU on the systems or just jamm them all up with nobody geting anything. Later.