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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.


Hmm, my understanding, from boards and articles etc, was that QCOM had pretty strong IP on CDMA, but, that they licensed it to a select few. Does DSP license that tech or do they have a "valid" competing CDMA chipset??? I dont think it would be worth intels while, or so it seems, if it was strictly licensed by DSP since there would be profit but no IP for the purchase (i.e. not sustainable if they lose the license or it expires).

If they are CDMA competitors of a reasonable sort, then the inclusion of Intel backing could turn it into a real dogfight, tho QCOM definitely has the lead in CDMA and perhaps whatever 3G turns into.

What might be interesting is that there is CDMA and GSM(?) the primarily european standard. The consensus, from what I have read, seems to be that CDMA is better, but, I keep reading and getting an undertone that there is some "us vs. them" competition over this issue. Perhaps there will be folks looking for a 3G format that isnt exclusively QCOM owned, and perhaps this deal makes that more viable.. Vague speculation I know, just my random thoughts..

Anyway, that's my 2%, cheers,

jgc
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