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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Songwrks who wrote (16977)	2/2/2000 9:11:00 AM
From: unclewest	Read Replies (2) of 54805

QUALCOMM and Ericsson Develop Bluetooth CDMA Solutions that should drive armhy today... has anyone taken a good look at armhy? i know that intel announced a while back that they would use arm tech in bluetooth. also believe arm tech is in the gps cell phone chip as well as the main cell phone chip itself. armhy certainly has seemed to capture a significant part of the asic market....wonder if an asic design for cell phones and gps chips and bluetooth is sufficient to call them a gorilla? need help with that....i consider motorola and texas instr as big league competition..or are they?

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