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

To: Mike Buckley who wrote (44230)	7/8/2001 9:47:35 PM
From: ggamer	Read Replies (1) \| Respond to of 54805

Hey Mike, Are you questioning my formula/big picture? : ) Let me just remind you that $12 Billion is only for royalties and it does not include ASIC, BREW, SnapTrak, etc revenues. I am not sure what the source is for the quote that the total market for 3G could reach as high as $300 Billion. This figure might also include spectrum costs paid to different governments around the world and Nextwave in the US. : ) So I am willing to reduce "Toll Gate" Charges by a third to $4 Billion in the next 5 years. This figure comes out to an average of $750 Million per year for the next 5 years. If Toll Gate charges does not add up to this figure by 2006 I will hopefully be able to buy your wine using my income from another favorite gorilla of yours: Siebel. You got a deal if you agree with the $4 Billion "Toll Gate" revenue which I just reduced (What's a few billion between ggamres). If you decided to come to the great Bay Area to receive your price, then I will personally drive you and Uncle Frank to the Wine Country. If I win, I will take my price in Chili or France. By the way, I really appreciate everyone's input in this thread. GGamer QCOM, Multiple Flavored Toll Gates to 3G Spinco, Multiple Flavored Engines to 3G BREW, Multiple Flavored Windows to 3G SnapTrak, Multiple Flavored Locators to 3G Asians, Multiple Flavored Plastics to 3G ERIC/LU/NT, Multiple Flavored Antennas to 3G Nokia, Late and struggling towards 3G Nextwave/Sprint/Koreans, First ISPs in 3G