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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Eric L who wrote (44182)7/6/2001 8:13:03 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Eric,

I realize that as handsets become functionally more robust, the trend is that the ASP gets higher. But countering that trend is that the cost of components should get lower. It will be interesting to see how much higher the ASP gets, if at all.

I'm also counting on increased revenue coming for wireless products being installed in computers, especially laptops, not just handsets.

--Mike Buckley
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