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

To: Bob Lindinger who wrote (6394)	12/13/1997 6:39:00 PM
From: Andrew N. Cothran	Respond to of 152472

A--pplication S--pecific I--ntegrated C--ircuit S--semiconductors Qualcomm makes the ASICS for CDMA phones and sells them to the manufacturers of the phones

To: Bob Lindinger who wrote (6394)	12/13/1997 8:29:00 PM
From: engineer	Read Replies (1) \| Respond to of 152472

Application Specific Integrated Circuit (ASIC) It is the microcircuit inside the Qualcomm phone that does all of the CDMA waveforms and processing. the circuit, about 1 inch square plastic case has a full 80186 in it, two full DSP processors in it, and alot of other circuits to run the phone. Another one 14mm square does alot of the radio functions. togheter these form the heart of a CDMa phone. Qualcomm is the ONLY one who has these right now and the ONLY one who is on their 6th generation of these. Moto and Nokia are on their FIRST generation of these and even those have not been shown to work or be delivered in volume yet. Even so, these two can only use their silicon internally, and not sell them to anyone. So, every phone out there that uses Qualcomm ASICs, buys the ASIC at some markup and then pay a roaylty on the phone as well. So if you say that Korea buys only Qualcomm ASICS and Korea delivered 4.5 million phones last year, then there would have been 4.5M ASICS delivered there last year. If the PCS phone in korea were 1Million phones between August and October, the qualcomm sold 1M ASICs to them in these months (4Q97).