Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : LSI Corporation -- Ignore unavailable to you. Want to Upgrade?

To: The Verve who wrote (20414)	10/24/1999 5:02:00 PM
From: patrick tang	Read Replies (2) \| Respond to of 25814

I think right now that's mostly GMA, with conversion to mostly CDMA probably over the next 2 years. There are two other guys that are in CDMA, MOT and one other, but they only use the chips internally. patrick PS you can probably get a lot of CDMA data from researching the QCOM and DSP threads.

To: The Verve who wrote (20414)	10/24/1999 11:12:00 PM
From: DWB	Read Replies (1) \| Respond to of 25814

Don't know that I can give you exactly what you asked for... Handset growth rate, and Handsets sold/year I have to shrug... I do know that the subscriber growth rate through June was 171% per year, reaching a worldwide total of 35 million back then (this rate is probably rising since then...). I also can state that Qualcomm sold 11 million MSM (mobile station modem) chips back in the third quarter, and are commonly understood to have about 90% of the worldwide chip market at the moment. That would put total worldwide production at something like 12+ million chips (per quarter) back in the third quarter. Qualcomm reports earnings on November 2, so that should give us updated numbers on ASIC sales... As for costs, I've sometimes seen ASIC prices mentioned, but I don't recall the numbers off the top of my head. DWB