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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Clairmont who wrote (27502)	7/8/2000 1:38:24 PM
From: gdichaz	Read Replies (1) of 54805

Clairmont: Suggest you find the time to listen. Nothing can capture it as well as listening to Dr J himself. But per your request a few points (stolen from another thread BTW): THIS IS A DEFINITE LISTEN !!!! 14 MINUTES OF FUD REPELLENT !!!! a few quick excerpts: 1) 1x rolls out this year in SK 2) No different royalty rate for wcdma 3) Our expertise in cdma will produce a superior chip regardless of flavor 4) the flavor is not an issue, cdma is cdma is cdma 5) Many companies have signed 3g liscences, many more to come 6)Market WILL grow 7) revenue is 60/40-chip to royalty. Enjoy

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