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Technology Stocks : LSI Corporation

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To: patrick tang who wrote (20407)10/24/1999 12:05:00 PM
From: The Verve  Read Replies (3) of 25814
 
Patrick...Of that 200 million handsets, how many of those use a CDMA chip? I'm gonna get on the phone with IR on Monday and see if I can get what the per unit sales price is for their chip.

We can get a rough idea of what LSI's CDMA potential is with these numbers...

A) Amount of CDMA handsets being sold next year.
B) % of these that are "LSI inside" (30% seems like a good a start as any Patrick)
C) Chip price
D) CDMA handset growth rate

Then we'll be able to begin calculating the raw numbers.

If I'm not mistaken, I think it was Daniel Barineau who mentioned he had a position in Qualcomm. Daniel, if you're listening, do you know what these values for the CDMA market are?

Ron
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