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TMFPanic has an article that says:

The financial details of the deal aside, perhaps the most intriguing aspect of today's news is what the combination of Intel and DSP will mean down the road for current market darling Qualcomm (Nasdaq: QCOM), which has established itself as the CDMA technology leader. Currently, DSP's products are really the only alternative to Qualcomm's CDMA chipsets. With the competition's breath now much stronger on its back, Qualcomm's shares slipped a tad this morning.

Qualcomm definitely has a large head start in the CDMA area, as DSP has only rounded up five CDMA customers so far. But as the global wireless industry transitions to 3G and embraces new technologies such as Wideband-CDMA, Intel's enormous financial resources could make the competition interesting. If they haven't already, technology investors should dial up this industry and pay close attention.
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