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


To: quidditch who wrote (28075)4/22/1999 10:31:00 AM
From: DaveMG  Respond to of 152472
 
I am also unclear on NOKA--are they using their own internally developed ASICS or Q's?

There have been persistent rumors that Nokia is going to use QCOM chips but nothing I've ever seen substantiates the story. As far as I know they are using and plan to use their won internally developed chips. DO to anything else would be foolish IMO. Thjey certainly have the money that would be required to give it a serious shot.DMG



To: quidditch who wrote (28075)4/22/1999 10:53:00 AM
From: Clarksterh  Respond to of 152472
 
Steven - I am also unclear on NOKA--are they using their own internally developed ASICS or Q's?

In the conference call they made it pretty clear that Nokia and Motorola both extensively use their own ASIC's, but they also mentioned that they believe that Motorola may be subcontracting manufacture of some of their handsets to Korea and these handsets probably use Qualcomm ASICs. They made no such claim for Nokia. FWIW.

Also clear, with NOKA results, that Q's quarter blowout riding crest of securlar sector trends, as well as Q's own business model success.

Certainly some truth to that but I'd say that Qualcomm and Nokia are both doing better than the 'secular trends'. JMO

Clark