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


To: paul_philp who wrote (53101)11/20/2002 8:13:21 PM
From: gdichaz  Respond to of 54805
 
Paul: Hey, I follow WiFi as closely as I can and expect good - very good - results. Much beyond Bluetooth, BTW.

But I was burned on fibre (as you Canadians call it) so I am perhaps not as sure about speed uber alles.

Once again, respect and best.

Cha2



To: paul_philp who wrote (53101)11/20/2002 10:09:20 PM
From: gdichaz  Respond to of 54805
 
Paul: To my dismay, or maybe because of my lack of the necessary skills, I could not put a link here, so ....

<<Marvell Accelerates Growth of SOHO Wireless LAN Market With Libertas Wireless Gateway Solution; Smallest Form Factor to Support High-Performance Wireless Gateways

SUNNYVALE, Calif.--(BUSINESS WIRE)--Nov. 18, 2002--Marvell(R) (Nasdaq:MRVL), a technology leader in the development of extreme broadband communications solutions, has accelerated the growth of the small office/home office (SOHO) Wireless LAN (WLAN) market by providing a wireless gateway solution that offers the highest level of integration on the market today. Marvell's solution includes the highly integrated Libertas(TM) two-chip access point and the ultra low power Link Street(TM) SOHO switch. By utilizing Marvell's WLAN reference designs, manufacturers can decrease their time-to-market as they create "worry-free" wireless gateways for the SOHO environment. The Marvell solution requires a mere three chips, which provides the access point, switching and routing capabilities as well as firewall protection, whereas competitive solutions require at least six components. Marvell has taken a leadership role by providing solutions for the WLAN market that is projected to grow at least 30% annually according to Meta Group.

"Wireless LAN solutions are rapidly gaining momentum in a variety of applications, one of which is the SOHO gateway market," stated Gary Smerdon, Marvell Vice President of Marketing for the Communications Business Group. "To this end, Marvell has re-architected the wireless home gateway solution by incorporating the highest level of integration and richest functionality to enable mass wireless adoption."

Delivering Consistent, High-Performance Wireless Solutions

As with any WLAN product, performance, ease-of-use and low cost-of-ownership ultimately determine the speed of market adoption. "As Marvell increases the ease and speed of downloading files, viewing streaming media or sending information, the consumer is more likely to gravitate to a wireless LAN environment rather than just seeing it as a technological gadget," remarked Dr. James C. Chen, Marvell's Wireless Product Marketing Manager. "In essence, Marvell has placed 'worry-free' enterprise-level wireless performance in a box that is destined for the mass SOHO market."

Based on Marvell's high-performance Libertas solution, Marvell allows the end-user to roam freely within the SOHO environment, while at the same time, reap the benefits of high-speed wireless. Marvell is setting new standards for robust, wireless connections by increasing range and transmission rates by lessening the impact of "echoes" in wireless transmissions, as well as increasing the ability to detect faint signals. In addition, Marvell's wireless gateway solution utilizes Marvell's built-in Virtual Cable Tester(TM) (VCT) technology, a standard feature in the Company's SOHO switch products. VCT technology significantly reduces support costs and enables end-users to easily identify cable issues, reducing the amount of installation time required. By utilizing VCT technology, there is a resulting decrease in total cost-of-ownership. All of these technologies allow Marvell wireless gateway solutions to provide "worry-free" connectivity in all environments.

Decreasing Time-to-Market

The Marvell Libertas 802.11b wireless gateway reference design will enable and accelerate manufacturers' time-to-market. Customers can take advantage of Marvell reference designs that include everything required to manufacture a production-ready wireless gateway solution. By utilizing this reference design, manufacturers can save valuable time creating new products as well as generating revenue and increasing their bottom line.

Most Integrated Wireless Gateway Solution

The Marvell Libertas 802.11b wireless gateway reference design includes the 88W8000 device, a high performance, highly integrated CMOS RF transceiver; the 88W8501 System-On-Chip (SOC) which includes a baseband processor, Media Access Controller (MAC), access point, 802.11i security support, and a high-speed ARM9 processor; and the Link Street 88E6060 device, a 6-port 10/100 Fast Ethernet switch. Together, this chipset offers the world's first three-chip wireless gateway solution. This chipset is now sampling to customers.

About Marvell

Marvell (Nasdaq:MRVL) is the leading global semiconductor provider of complete broadband communications solutions for the data communications and storage markets. The Company's diverse product portfolio includes switching, transceiver, communications controller, wireless, and storage solutions that power the entire communications infrastructure, including enterprise, metro, home, and storage networking. As used in this release, the terms "Company" and "Marvell" refer to Marvell Technology Group Ltd. and its subsidiaries, including Marvell Semiconductor, Inc. (MSI), Marvell Asia Pte Ltd (MAPL), Marvell Japan K.K., Marvell Taiwan Ltd., Marvell International Ltd. (MIL), Galileo Technology Ltd., and SysKonnect GmbH. MSI is headquartered in Sunnyvale, Calif., and designs, develops and markets products on behalf of MIL and MAPL. MSI may be contacted at 408/222-2500 or at www.marvell.com.>>

This IMO is no way - no way at all - a gorilla nor a king.

Is it WiFi?

Do you have a gorilla or king candidate in WiFi?

Qualcomm is a gorilla in CDMA at a minimum, will it also be a way to invest in WiFi? Let's see, shall we.

In any event, it might be a good bet in wireless data - broadly as well as narrowly (mobile) defined with 1X EV-DO.

Best.

Cha2



To: paul_philp who wrote (53101)11/21/2002 12:33:38 AM
From: cfoe  Read Replies (2) | Respond to of 54805
 
From technologyinvestor.com

Harry Newton's: ...Top Ten Technology Opportunities:

[See link for all ten]

3. GPS Locator Products and Services. Picture a combo cellphone/GPS/software device. Give it to your kid or your pet. If it strays, the gadget will call you and tell you where your kid or pet is. QCOM selling chips that do this now within 10 to 50 meters. Every phone KDDI is selling in Japan does this and they have some 50 apps for this. Now if PCS and VZ would only get off the stick...

10. WiFi. I hesitate to put it in because it's so expensive to wire the world up for wireless 802.11(b). But that's what everyone from Intel to IBM to Starbucks and Boingo are trying to do. I love walking into an American Airlines Admirals Club, turning on my laptop and picking my email up at breakneck speeds. Someone will eventually figure out a way to make money at this... [Question - How can any company be a Gorilla in WiFi if they can't control the market?]



To: paul_philp who wrote (53101)11/21/2002 3:57:56 PM
From: stockman_scott  Respond to of 54805
 
Is the tech recovery underway...?

Message 18260802