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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (44174)	7/6/2001 1:29:30 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Eric, I'm confused. On the one hand, Cahners concludes: "If a shortage does not cause a drag on manufacturing, the [handset] industry should return to rapid growth in 2002." Yet earlier in their summary, they say: "handset unit sales will rise ... from 402 million last year [to 2005 when] annual handset unit sales will approach one billion." Even if they attain one billion, that's only a 20% average annual increase. Considering that in five years the ASP will be much lower than it is today, where is the tornado? Where is the break-out showing the data tornado? I'm not ignoring that Cahners is supporting your contention about sustainable, incremental adoption of 2.5G. --Mike Buckley