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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: ggamer who wrote (52953)11/7/2002 4:04:17 PM
From: Mike Buckley  Read Replies (2) of 54805
 
ggamer,

Then which company in your opinion has a good chance of becoming the king of WCDMA ASIC?

I don't follow ASIC manufacturers enough to know. And if you're referring to Qualcomm's ability to generate royalties from manufacturers of W-CDMA ASICs, I don't have a clue how their ability stacks up against other IP holders. I've never looked at whether or not Qualcomm has a shot at generating twice the revenue of anyone else.

I look forward to other responses to your question. What are your thoughts?

--Mike Buckley
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