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: Eric L who wrote (52622)	9/5/2002 12:16:56 AM
From: mightylakers	Read Replies (1) \| Respond to of 54805

Eric Now this all leads to an interesting question and that is what exactly does QCT's revenue consist of. Let's see, if we really believe what WR said, then that means with about 60 mil MSM sold and only 700 mil in Baseband then that means only a little 10 bucks per MSM? They gotta be kidding me. Also think it this way, MSM is THE money maker for QCT, are you sure it is only about half the sale? There is also systems software, development tools, and presumably some services. Well if those can make up for over 600 mil sales then QCT will have a stunning margin compare to the other chip makers. So the answer is, WR is not getting its number right. distinction between traditional DSP chips v. The ASIC DSP I would say DSP, ASIC or ASSP can provide a lot of fun for the term geeks, but in reality people will keep on mixing them up when talking about semiconductors.