Zeev's Turnips Patch-No Politics (ZEEV)

[Bullwinkle]

MJK,

Was just cruising through some of the conversation between you and Phil and it reminded me of the day you first replied to me and I told you that I agreed with 99% of what you had stated and that there was a trivial 1% that I did not agree with. Well I would like to touch on that 1% if I may...

The 1% I was referring to has to do with the manufacturing of ASIC's and the designs. QCOM is a fabless company, always has been that I know of and QCT gets its chips from IBM. So someone has always produced chips for them and the designs have always been provided by QCOM, they are not made by the licensed manufacturers (read as Fabs). Now as for Ti, I am not exactly sure how much IP that Ti received in their deal, but this is a unique case and I am pretty sure QCOM did not give away everything (being as the exact particulars are unknown, my comment is should be taken as speculative and JMMO).

Fabless
http://www.cdmatech.com/news/releases/2002/021212_fsa_award.jsp

QUALCOMM Names IBM as Supplier of the Year
http://www.wirelessdevnet.com/news/2003/92/news4.html

Enabling the Industry
http://www.qualcomm.com/cdma/industry.html

You probably knew all of this already, but for anyone else reading this they can follow along and draw their own conclusions as they may.