This article contains some interesting analysis of the Intel acquisition and the burgeoning wireless market:
ebnonline.com
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...The deal is Intel's fifth acquisition in the communications-IC field this year alone, propelling the company into the exploding but unfamiliar arena of cell-phone chipsets, RF devices, and related wireless-handset technolo gies.
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...Still, the wireless-IC market is projected to more than double in size by 2004 to $11.3 billion, according to Allied Business Intelligence Inc., Oyster Bay, N.Y.
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...With DSPC, Intel hopes to become a one-stop shop for digital cell-phone components and a supplier to the evolving Internet-appliance market
Considering the above statement, could VARL become an acquisition target to any of the cellular handset/device makers? With the subscriber market products essentially low tech commodity type products, I've never considered this a possibility, but it may provide a competitive advantage for a handset/appliance manufacturer.
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