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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated
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To: Apollo who wrote (944)6/14/2004 3:05:24 PM
From: Jim Mullens  Read Replies (1) of 2955
 
Apollo, Re: Digital Convergence, thanks for sharing that great article of what the future holds.

I'm still digesting/ gathering my thoughts for further comments, but my initial reaction is that one of our favorites (Qualcomm)sits front and center in all of this, yet nary a mention.

Perhaps your question could be rephrased from-

"Whither the next Gorillas for Digital convergence? "

To-

In addition to Qualcomm, "Whither the next Gorillas for Digital convergence? "

I'm sure you're aware that the new Qualcomm MSM roadmap has been relabled-

Convergence Platform- dual CPU On-Chip (Ghz)
Enhanced Platform
Multimedia Platform
Value Platform
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