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To: Michael Allard who wrote (124873)10/28/2002 8:03:38 PM
From: CRay33  Respond to of 152472
 
Best post I've read in quite some time. Excellent analysis.



To: Michael Allard who wrote (124873)10/29/2002 12:04:05 AM
From: Jon Koplik  Respond to of 152472
 
Michael -- wonderful. Another example of how it does not require 20 pages to explain something (if you actually have a brain; and have something to say).

Jon.



To: Michael Allard who wrote (124873)10/29/2002 1:27:33 AM
From: rharshman  Read Replies (1) | Respond to of 152472
 
Thank you for your very excellent analysis. Your conclusion that royalties could rise 48% YoY
would seem to be right on IF the average selling price of handsets remains unchanged.
Any thoughts on that likelihood?


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