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

To: slacker711 who wrote (42919)10/28/2004 5:30:04 PM
From: straight life  Respond to of 197032
 
IN RE:"Hmmm.....a Qualcomm/Samsung partnership starts to look intriguing with them entering the foundry market.

marketwatch.com.

Samsung to build chips for others
Korean giant set to outpace Intel on big-ticket spending
By Chris Kraeuter, CBS.MarketWatch.com"

What assurances are there that Q's IP would be safe from a company that competes w/Q in ASICs and is behind at the moment? At least with IBM (for example), you know they've no reason to filch your secrets.

"...Those companies often have tight-knit relationships with their customers, who must transfer sensitive technology in a process that requires long lead times."



To: slacker711 who wrote (42919)10/29/2004 6:00:17 AM
From: barty  Respond to of 197032
 
Qualcomm/Samsung, the plot thickens...
Interesting that Samsung have licensed every ARM core in the past 2 yrs. You don't need ARM wireless cores for display drivers - they have big plans for logic and Qcom need to stop them as over 40% of Qcom sales comes from Korea. Samsung need a partner to fill a 300mm logic fab. Qcom badly need 300mm wafers at 90nm. Qualcomm know a fab share is one way for Samsung to profit from CDMA chipsets without having an internal solution.


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