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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Bilow who wrote (54921)	4/7/1999 8:16:00 AM
From: gbh	Respond to of 132070

Carl, great post, with lots of very informative stuff. I totally agree with your conclusion that, For mobile phones, my guess is that the dominating intellectual barriers to entry are possessed by the handset makers, and resides partly in their software, partly in their RF design abilities and partly in their sales/marketting/brandname advantage. In particular, the software is key. And one article mentioned that the handset code "will always" be assembler code. This tends to lock the supplier into a single DSP source. So jumping from supplier to supplier just isn't that easy, especially with time to market so critical, with ever expanding feature sets. But I totally disagree with this conclusion, For this reason, I would expect them to eventually cut the DSP makers out of the deal. These guys just don't bring the processor design expertise, process knowledge, and volume to the table to justify the huge investment. And since there is sufficient competition to keep DSP prices in line, there just isn't any reason to assume the handset guys will go this route. Gary