SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mike Buckley who wrote (14247)1/6/2000 2:52:00 AM
From: LindyBill  Read Replies (1) of 54805
 
Mike, you have already had several responses to your post. To review, First:

I agree that the estimate, based on cell phone sales, was too high.

However:

The present cell phones are replaced on a two year cycle. This is totally different that what we have experienced with other phones up to now.

The chip will be in a lot more than just phones. I guess we can regard the chip as the guts of a modem, and, by that time, the chip itself may be an integrated modem. When you spin out everything that this chip will be in by then, it might work out to two or three times his estimate.

He did not allow for the profit from the sale of the chip, only the royalty.

On the other hand:

If you postulate a 5% royalty on the cell phone based on present prices, you will be way high, because the volume will reduce the real price

The chip profit will drop due to volume.

Finally:

His estimate is still to low, based on your DD!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News