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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (37581)	1/13/2001 9:40:29 PM
From: Eric L	Read Replies (2) of 54805

Cha2, Re: QCOM - MSM5000 v. MSM5105 1xRTT chipsets As you know I have conjectured for some time (rightly or wrongly) that volume shipments of 1xRTT chipsets would probably not begin until the MSM5105 chipset was available. The MSM5000 that is shipping to SKT now was a "trial" chip. Qualcomm did a press release on the MSM5105 last week stating: "Sample shipments of the MSM5105 integrated circuit and system software began in December 2000. The first consumer products incorporating the MSM5105 solution are expected to be commercially available in the middle of calendar 2001." I just did a high level comparison of the chips from available data and posted on it here: Message 15180259 This could be part of the reason we are not getting a lot of visibility on the SK Telecom 1xRTT "launch". All good things take time ... sometimes too much time. - Eric -

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