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

To: Art Bechhoefer who wrote (26783)	4/12/1999 10:24:00 AM
From: Jon Koplik	Read Replies (1) \| Respond to of 152472

To all you guys asking good questions about ASIC chips, and who gets what money (royalties, fees, etc). The reason (I think) that no one is instantaneously providing a concise, specific answer to the questions is -- there seems to be a lot of confusion and "gray area" regarding these things. I still cannot remember if any "reliable source" (i.e. - someone like Gregg Powers) has EVER said if Motorola does or does not use Qualcomm ASIC chips (either direct from QCOM or via a sneaky route (a Korean company)). Also, the whole VLSI being an ASIC chip licensee thing created a fair amount of dumbness among some Qualcomm - bashers. In answer to the questions : I dunno. Jon.

To: Art Bechhoefer who wrote (26783)	4/12/1999 11:59:00 AM
From: METMAN	Read Replies (1) \| Respond to of 152472

Art, Yes....but it is certainly better to have royalty and asic sale at once. None-the-less, there is still $ flowing in. But according to report....$400 million per year less in imported Q asics....(2 billion for 5 years, if I read it correctly). That's a hefty chunk of change. Now this all assumes that there asics will be "as good" as Q's. I believe most on the board would argue that the learning curve is steep. Let the others address this issue. -metman