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

To: gdichaz who wrote (53096)	11/20/2002 7:54:00 PM
From: paul_philp	Read Replies (1) \| Respond to of 54805

Cha2, Hey, this is nothing personal! I am sure that Qualcomm will be able to deliver their integrated WiFi/CDMA chips. There is no question about it. I just don't think they will be a big part of the Qualcomm product mix. Qualcomm developed them to satisfy the customers that need both in one device. This is the right strategy. However, for their to be a large uptake of WiFi/CDMA chips, there needs to be a broad horizontal 'whole product' that needs such a chip. I just don't see such a whole product yet. For the next 'few' years the number of hybrid chips selling will be much less than the number of pure CDMA or pure WiFi chips selling. Paul