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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: mightylakers who wrote (52599)8/30/2002 12:44:09 PM
From: Eric L   of 54805
 
Hey Lakers,

<< Hey EL. ... Now tell me ... Who is the number one in the wireless IC market for the past year as far as sales concerned? >>

Last I looked it was Texas Instruments.

If you can find any information to the contrary please let me know.

Best I can do at the moment is tell you that last year TI reported sales of $1.85 billion for programmable DSP's (43.5% of the total of 2001's $4,26 billion wireless DSP market). QCT had FY 2001 sales of $1.36 Billion.

Wireless DSP's contribute about 30% of TI's semiconductor revenue so that revenue is estimated at about $1.9 to $2.1 Billion this calendar year. QCT will do what this calendar? $1.4 Billion to $1.6 Billion? First 9 months of this fiscal they have $1.1 Billion.

<< C'mon Eirc, you are full of hype. Everybody knows that IS2000 is 1G at best >>

Nope. SKT spells it out pretty specifically each and every month ....

sktelecom.co.kr

... and each month Qualcomm picks up the numbers from the 2.5G column and dutifully plugs em into the 3G column at the no hype, facta only, 3G Today website.

Here is how Moonsoo Pyo, President and CEO of SK Telecom spelled it out when he addressed the Merrill Lynch Global Communications Conference earlier this year:

Slide 11: Technology Leadership

SKT "CDMA" Migration Path

Generation Standard  Introduced      Data Speed

- 2G       IS-95A    January  1996     9.6 kbps

- 2G       IS-95B    August   1999     64  kbps

- 2.5G     1xRTT     October  2000    144  kbps

- 3G       1xEV-DO   February 2000    2.4  Mbps

- 3G       W-CDMA    2003   Onward
           ¦ R99                      384  kbps
           ¦ R4                         2  Mbps
           ¦ R5                        10  Mbps


I have not seen him change this ... YET.

Best,

- Eric-
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