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

To: Ramus who wrote (20538)	12/29/1998 10:45:00 PM
From: marginmike	Read Replies (1) \| Respond to of 152472

I wish understood 1 sentence of that ! Thanks though it sounded great.

To: Ramus who wrote (20538)	12/29/1998 11:13:00 PM
From: JGoren	Read Replies (1) \| Respond to of 152472

Another great post, Walt. But, give 'em a break; they only started attempting reverse engineering six months before they filed the written proposal.

To: Ramus who wrote (20538)	12/30/1998 11:04:00 AM
From: bananawind	Read Replies (1) \| Respond to of 152472

Walt, thanks for another great post. I have a question about QCOM's apparent lead in the ASIC business. Given the difficulties others (MOT, NOKA) have had in designing their own ASICs, I have been wondering what exactly is the source of Q's competitive advantage. Is it just a learning curve kind of thing, and if so, what kind of learning? Is it partly IP in the form of elegant algorithms or something? Superior engineering of the circuit design? Programing, manufacturing process (I know we outsouce the fab work), or what? Any light you or others could shed on this would be greatly appreciated. Happy New Year to All, Jim