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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: unclewest who wrote (16979)	2/2/2000 10:55:00 AM
From: Sam Johnson	of 54805

unclewest, Rickus123 and I are preparing a report on ARM Holdings for Project Hunt, which we hope to have finished in the next week. It does look like ARM is in an enviable position in the cellphone ASIC market. Their core is in, among other things, Qualcomm's ASICs. The latest stats I've seen are that their designs are in about 70% of digital cell phones. i consider motorola and texas instr as big league competition..or are they? Texas Instruments is an ARM licensee. ARM doesn't make the cores themselves - they license out to others. TI may be a competitor in some niches, but in cellphone ASIC's, they're in ARM's value chain. Sam

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