Zeev's Turnips Patch-No Politics (ZEEV)

[extelecom]

Bull, MY guess that NOK/ERICY could be using TXN, but I do not know this for a fact. I have no idea who is supplying LG, Samsung, Toshiba or any of the other suppliers. I can't determine if Lucent even has WCDMA equipment as I find very little reference on their site. I think possibly Toshiba and others may make their's inhouse. I am sure a lot of it is farmed out. I think TXN could be the future wireless chip giant. I wouldn't make an investment decision based on someone making or not making an infrastructure chip.

" Remember, if they are is using any portion of QCOM's IPR (i.e license, design, etc.), then that would qualify it as QCOM's chip."
It is true that these people using non QCOM chips are using some QCOM IPR as well as many others IPR, this does not make it a "QCOM" chip.
Anyone can make their own chips provided they have agreements and pay all parties involved. At least one of the Equipment suppliers claims 30% or more of WCDMA IPR.

It is my opinion that since QCOM does not have the lock on the standards setting in WCDMA that it had with CDMA that it makes sense for them to not make the WCDMA chips as each Equipment manufacturer will have their own set of requirements.