Gorilla and King Portfolio candidates - Moderated Message Board

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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated

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To: tinkershaw who wrote (691)	2/3/2004 10:56:50 AM
From: Jim Mullens	Read Replies (1) of 2955

Tinkershaw, RE: ARMHY valuation- thanks for sharing your insight. Re: your statement “As an example, a for example model was put out there showing ARM with between 11 billion and 29 billion cores shipped in 2007 at a $.10 per core.” I was my understanding that unit pricing would increase with the ARM 9 and ARM 11 cores. Does your model using $.10/core reflect increased unit pricing? Your analysis of ARMHY’s position in the cell phone market was also very interesting as it relates to total cell phone growth. The contrast between the growth in the total cell phone market vs the CDMA based market (Qualcomm’s niche) is very striking and further differentiates the unique potential of QCOM. TIA- Jim

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