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To: limtex who wrote (15734)10/18/2000 6:54:21 PM
From: Michael Kim  Respond to of 60323
 
With respect to PhotoMe kiosk JV:

20 billion digital photos
x 20% target market share = 4 billion photos printed by kiosks
x (*guessing*) $0.25/print = $1 billion in revenues

That's pretty huge!

I also like the national media branding campaign starting in Q4.



To: limtex who wrote (15734)10/18/2000 7:14:50 PM
From: Cooters  Read Replies (1) | Respond to of 60323
 
Lim, IMHO, the mobile phone market is the future for high-density removable flash. The volumes for handsets dwarf the existing markets for same.

Timetable for 144K service - Best to say over the course of next year, since it is backward compatible to IS95A and can be deployed by market(by base station actually). The handsets are the key, as the capacity improvements(doubling) on the network require both BTS and handsets.

Cooters


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