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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated
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To: tinkershaw who wrote (691)2/4/2004 1:16:42 AM
From: sschahal  Read Replies (1) of 2955
 
Thanks for the detailed write-up - really appreciate it.

I have not read the thread but the way I understand it
a. Units will grow - cell and/or others
b. Cores/unit will grow over time
c. Cores mix will migrate from ARM7 towards 9 to 11 over
time - which are higher $ per core

I would have thought that all these multiplied together - in a decent market - should lead to 30-40% CAGR for royalty growth (just guessing)

Would certainly love to hear more of your con slant on the simple logic above.

Thanks, again.
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