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Strategies & Market Trends
Gorilla and King Portfolio Candidates
An SI Board Since February 1999
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Emcee:  Uncle Frank Type:  Unmoderated
Introduction Compact
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54030Mike, Cha2, Eric, UF, thanks for your insight and comments. Mike, “It's QuJim Mullens-5/13/2003
54029Frank, <i>Served Available Market: cdma cell phone systems</i> DoeMike Buckley-5/13/2003
54028Eric L: Thanks for the data in your post. Looking at potential sales possibilitgdichaz-5/13/2003
54027Here's another way to look at it, Mike: Total Available Market: all cell phUncle Frank-5/13/2003
54026The Addressable Market for Mobile Wireless Chipsets Mike, << I think it&Eric L-5/13/2003
54025Jim, <i>Qualcomm certainly never had the opportunity to sell CDMA productMike Buckley-5/13/2003
54024Mike, I would have to respectfully disagree with your statement- “ Qualcomm'Jim Mullens-5/13/2003
54023Jim and Frank, Thanks for that explanation. However, to say that Qualcomm'Mike Buckley-5/13/2003
54022<i>On the other hand, in 7 to 10 years when the world is engulfed in 3G, QStock Farmer-5/13/2003
54021Mike, re: “Let me get this right. You believe Qualcomm will be extracting revenuJim Mullens-5/13/2003
54020I believe Jim was referring to Total Available Market, not market share, Mike. Uncle Frank-5/13/2003
54019Jim, <i>I try to focus on the metric of Qualcomm’s market expanding from Mike Buckley-5/13/2003
54018Cha2, agreed! Excepting EDGE, which is a significant concern should WCDMA not pJim Mullens-5/13/2003
54017>> Qualcomm will take in money whenever and wherever CDMA is used, regardlUncle Frank-5/13/2003
54016Jim: Since this is a "neutral ground" of sorts re Qualcomm/CDMA and thgdichaz-5/12/2003
54015Interesting article on chip makers including qcom,ti,intc-also arm. Going for tareokat-5/9/2003
54014>> Perhaps others know. Frank, I believe, has a system, which he intimateUncle Frank-5/9/2003
54013Thanks, Apollo. That's two users saying CDG's guest columnist is flat-oMike Buckley-5/8/2003
54012"Educational requirements for WiFi setup with laptop." Well, in my exApollo-5/8/2003
54011Good points, Slacker. <i>I'm curious what statistics you would like tMike Buckley-5/8/2003
54010<i>Where in the technology adoption life cycle do you and others think BREslacker711-5/8/2003
54009Ok. Thanks! Regards, Hueyhueyone-5/7/2003
54008Qualcomm, Cisco, Nokia Comparatives Huey, << I wonder if those First CalEric L-5/7/2003
54007Eric, I wonder if those First Call PEs are based on expected pro forma earningshueyone-5/7/2003
54006>>The biggest question regarding Cisco’s current strategy centers on whethareokat-5/7/2003
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