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To: Maurice Winn who wrote (1731)	4/7/1999 12:30:00 PM
From: w molloy	Read Replies (1) \| Respond to of 34857

Motorola, Samsung and the 30 subscriber handset licensees will buy the best chip available at the right price for their purpose, whether or not that chip supplier also produces handsets. Maurice - on this point you are dead wrong. Japanese companies in particular are notorious for not buying chips from manufacturers who are perceived to be competition, even if that chip isn't 'the best'. I could cite several examples in the GSM and PHS arena. QCOM is an unusual (if not unique) case, because the technology is so difficult, and the talent so scarce, that companies had no real choice but to use QCOM chips. Even so, manufacturers like Denso are still attempting to bypass the MSM series chips are go with a third party (they have just signed a deal with Isotel for the CDMA protocol stack, Isotel is owned by DSPC - a player in the wireless ASIC market.) Another point to ponder. Samsung have just placed the largest order in VLSI's history for GSM chipsets. VLSI in all probability will be bought out by Philips. It will be interesting to see if Samsung will continue to be VLSI's #1 customer after the takeover. w.