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

To: Judith Williams who wrote (48766)	11/9/2001 3:22:35 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

Judith, << A summary of the USB comments on the Coming into Range thread gives the estimated percentage of 1x phones as 60%, not 50%. It also comments that this figure is projected to increase to 90% in 2002, with 70% of 1X having color screens. >> Missed that. 50% 1xRTT seems high enough to me. 60% seems toooooo high. There is the matter of integration testing and interoperability testing on networks for each phone despite the excellent backward compatability of 1xRTT. As for the 70% (of 1x) having color screens, I'll have to see that to believe it. Color screens will no doubt drop considerably in price, and be more available by 2002 (I'm assuming that means 2003), but there still is going to be a price delta in the BOM that I think will prohibit getting to that percentage. Now having said that, I hope I'm wrong. I'd like to see monochrome displays go the way of B&W TV's, and color great to drive replacement sales. --Mike will probably get one of the last monochrome jobbies. I picked out a great one for him - the Dilbert job from Nokia - but he was too impatient to wait for the screen to draw using his 9.6 kbps modem to see it. - Eric -