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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Getch who wrote (38478)	1/26/2001 6:09:06 PM
From: Eric L	Read Replies (1) of 54805

Getch, << 5000 was first 1X chip for Korea, widescale acceptance will come with the multimedia 5105 (due in phones this summer). >> Yes ... and even more so with the MSM3300 based MSM5100 originally due for sampling last December ... supposedly due for sampling soon and currently earmarked (as it always has been) as 307 kbps peak data rate. << 5200 is first W-CDMA chip and has multimedia, but widescale acceptance will come with GSM multimode. >> We crawl before we walk. <g> << Given that Qualcomm has announced sampling of its 5200 chip in the June quarter, whose chip do you feel will be in the DoCoMo trial system phones in May? >> I really don't know. I suspect they will mostly come out of Japan, and I suspect at least 2 chipset suppliers, probably 3 or more. I don't think ERICY or NOK are participating in the May non-standard commercial "launch" (debugging trials). - Eric -

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