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

To: Jim Mullens who wrote (127206)	2/26/2003 5:16:06 PM
From: w molloy	Respond to of 152472

re Qualcomm appears to have a time to market lead in this endeavor. QCOM's dual mode chipset combines IS2000 with GSM/GPRS (http://www.cdmatech.com/solutions/products/msm6300.html) TXN dual mode offering combines WCDMA with GSM/GPRS (http://focus.ti.com/docs/apps/catalog/general/applications.jhtml?templateId=1108&path=templatedata/cm/general/data/wire_chipset_tcs4105) I'm not sure how this product differentiation will play out in the market place. Presumably, the current geographic demarcation (QCOM in the US and Korea; TXN in Europe) will hold? IMO TXN have the edge with respect to GSM expertise, supplying between 50% and 70% of the current GSM market. Their CDMA expertise is drawn form their acquisition of Dot Wireless, a company founded by ex-QCOMmers. INTC wireless play is interesting, but lagging behind QCOM and TXN. It isn't dual-mode. However, their name alone will allow them to secure contracts with Asian handset vendors. Whether they can qualify their chipset remains to be seen.