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To: DWB who wrote (12453)5/16/1998 1:33:00 AM
From: shane forbes  Respond to of 25814
 
RE: Of all of those "worrysome" items you listed, the one that I'm starting to feel the best about are the GSM and CDMA chips

So you feel not as good about the Monica risk or the illegitimate child risk?

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Seriously I missed it completely too. You are right - this could be a veritable gold mine for LSI. I love these kinds of inventions - with one stroke a new paradigm is born.

Maybe K's ONE MILLION shares missed this potential because that ONE MILLION was worried about SEA, Pakistan, Japan, Kurlak, Fed etc etc and not focused on the one really important thing - the company itself.

----

Shane (I have to reread that article - since they had not come out with a CDMA chip I did not think much of this area. But I will reread.)



To: DWB who wrote (12453)5/16/1998 1:50:00 AM
From: shane forbes  Respond to of 25814
 
Dan:

I just reread the article. Now when they said it could be "programmed", I guess I thought that they meant it was a made-to-order gizmo that could be one-time programmed to be a GSM/CDMA/whatever gadget.

I think I am wrong - definitely the ultimate application is exactly what you envision - but I thought the fact that that was the ultimate meant that the prototype was not so whiz-bang. ????

The reason I say I think I am wrong is that I do not believe LSI can effectively (ie., cheaply) reprogram these "made-to-order" chips for GSM (for instance) and "waste" whatever circuitry is needed for the other protocols.

BTW the auto sector is expected to see the most robust semiconductor growth over the next few years. LSI will likely not be involved but this DAB thing (with Bosch) hints at some involvement even if only peripherally.

Shane.



To: DWB who wrote (12453)5/19/1998 12:22:00 AM
From: Duane L. Olson  Respond to of 25814
 
Dan Right on, RE The "Universal" wireless chips. Kudos again for coming in with that suggestion long before there was even a hint that such a possibility was anything more than a far distant gleam in somebody's eye. And thank goodness we had some eyes and ears there to get the news direct.
When you guess we could actually see at least a CDM/TDMA/CDMA version available? Like you, I am very surprised that this news has not enjoyed a much bigger play....it makes all the systems "compatible"!, doesn't it? That's big! TSO