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

To: tinkershaw who wrote (691)	2/3/2004 10:56:50 AM
From: Jim Mullens	Read Replies (1) \| Respond to of 2955

Tinkershaw, RE: ARMHY valuation- thanks for sharing your insight. Re: your statement “As an example, a for example model was put out there showing ARM with between 11 billion and 29 billion cores shipped in 2007 at a $.10 per core.” I was my understanding that unit pricing would increase with the ARM 9 and ARM 11 cores. Does your model using $.10/core reflect increased unit pricing? Your analysis of ARMHY’s position in the cell phone market was also very interesting as it relates to total cell phone growth. The contrast between the growth in the total cell phone market vs the CDMA based market (Qualcomm’s niche) is very striking and further differentiates the unique potential of QCOM. TIA- Jim

To: tinkershaw who wrote (691)	2/4/2004 1:16:42 AM
From: sschahal	Read Replies (1) \| Respond to of 2955

Thanks for the detailed write-up - really appreciate it. I have not read the thread but the way I understand it a. Units will grow - cell and/or others b. Cores/unit will grow over time c. Cores mix will migrate from ARM7 towards 9 to 11 over time - which are higher $ per core I would have thought that all these multiplied together - in a decent market - should lead to 30-40% CAGR for royalty growth (just guessing) Would certainly love to hear more of your con slant on the simple logic above. Thanks, again.