Replies to post #2692 on Qualcomm Inc (QCOM)

[stricklybiz]

pajaso, It's not exactly "head-to-head" competition because Q derives income from sales by the putative competitors. biz

[nlies]

Pajaso, A short list indeed! Developing CDMA chipsets isn't a piece of cake. No one on this list has successfully commercialized CDMA ASICS. The portion of the markets that QCOM doesn't have is a result of handset vendors using their own chips, i.e. Nokia, Motorols(past,perhps again)and if we can believe the recent press Samsung. Yes, QCOM competes against this short list but remeber the short list companies have a problem with scale, not to mention, no sales to date and a royalty due QCOM.

[richbloem]

Pajaso-the list of ASIC licensees can be confusing. Most of those listed are NOT authorized to sell CDMA ASIC's to others. Their license grants them the right to produce ASIC's for their own consumption and in their own products. There are a couple that are licensed to produce CDMA ASIC's for the mass market. For instance, PrairieComm, Intel and I believe Phillips, TI and Motorola. None of these companies are a factor in terms of sale of CDMA ASIC's to the mass market. They only make ASIC's for their own consumption. Some of them, such as TI and NEC will be major factors in the WCDMA ASIC supply.

Qualcomm's list of ASIC licensees is becoming confusing. For instance Samsung and Nokia are not even listed. Intel is not listed, however, they have a license to produce and sell CDMA ASICs.

Some of these companies, such as PraireComm, LSI Logic, and Phillips have announced CDMA Chip sets but have either given up because they couldn't compete with Qualcomm or could not even make an accepted product.

The only companies that could hurt Qualcomm ASIC sales at this time are Nokia and Samsung and those only for their own entry level branded products.