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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 (77296)	5/24/2008 1:43:18 PM
From: Jim Mullens	Read Replies (2) \| Respond to of 196647

Slacker, re: MIDs / modem vendors, and “Intel is working with Option NV on a 3G module to be used in conjunction with their MID/UMPC platform. The chipset supplier for these modules is supposedly Icera. Thanks, Does Icera have a CDMA/ EVDO solution? I seem to recall that Option NV is/was a QCOM customer for the aircards, correct? Re: “I think it is a safe bet that Intel will be pushing solutions from other companies.” Yup, I wouldn’t bet against that as INTC and QCOM have butted heads over the years as INTC has been “frustrated” in the mobile space WRT CDMA/ WCDMA and moved on to “greener pastures” promoting WiMAX. One would think the more cost competitive solution would be QCOM’s Snapdragon which integrates the processor and multiple radios (including GPS) on one chip. I wonder in using INTC’s Atom, QCOM’s Gobi could be used as the modem (virtually all air interfaces / bands)? If so, it would enable the device mfg to sell into virtually all markets with no need to mfg different devices to support the various markets. This in itself should be a huge plus for the device mfgs. Despite INTC’s ABQ mentality, this should give QCOM’s current partners a big leg-up (cost & time to market) over their competition who stubbornly resist QCOM’s advantageous solutions.