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.

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

To: ggamer who wrote (44223)	7/8/2001 3:22:15 PM
From: techreports	Respond to of 54805

$300 Billion 3G Market X 4% (Toll Gate Charge) = Cool $12 Billion in the next five years I feel 4% is too high and it's better to go with more conservative estimates. 3% maybe 2.5% (not saying 4% isn't possible) Plus, that's leaving out BREW and the ASIC business, both which could do well over 3 billion a year by 2006. Where did you get that 300B dollar estimate?

To: ggamer who wrote (44223)	7/8/2001 3:32:14 PM
From: Eric L	Respond to of 54805

ggamer, << If we can not call QCOM the gorilla of 3G then for sure and no doubt we can call it the "Toll Gate to 3G". >> They are indeed the "Toll Gate to 3G". You can't do any flavor of CDMA without stopping at the gate. << "Toll Gate to 3G" >> I hope you have patented or copyrighted the phrase <g> ... its a good one, and I do enjoy your graphics. - Eric -