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Wireless LAN Markets and Companies: Upcoming Opportunities --
Satya Chillara, Semiconductor Sector, W. R. Hambrecht

(Download presentation - PDF, 450kB)
Wednesday, January 8, 2003
  • Seated dinner served at 6:30 ($20 if reserved before Jan. 4); $25 after & at door; vegetarian available)
  • Presentation (no cost) at 7:30.

    Ramada Inn

  • 1217 Wildwood Ave (Fwy 101 frontage road, between Lawrence Expressway and Great America Parkway), Sunnyvale, (800) 888-3899 -- see map.

    PLEASE RESERVE IN ADVANCE --

  • For dinner and/or meeting: by email to Tom Tarter
  • Please reserve for "presentation-only", even if not attending the dinner.

    OVERVIEW:
    We see the Wireless LAN chipset market growing to 80 million units in 2005 from 20 million units in 2002, with dual-mode 802.11 (a/b or a/g) solutions surpassing the single-mode (802.11 b or g) revenues in 2004. We believe the 802.11 and 2.5/3G will co-exist and, for the most part, be complementary in nature. However, with respect to data transmission, we believe, depending on the demography, WLAN will likely have an impact on 2.5/3G revenues. In the WLAN arena, we believe Intersil, Atheros Communications, and Broadcom are all well-positioned. (We estimate WLAN is growing at a CAGR of 60%.) In the cell phone arena, we believe Texas Instruments, QUALCOMM, RF Micro Devices, and Skyworks are all well-positioned and estimate that the cell phone arena is growing at a CAGR of 5-10%.

    Come hear and discuss the latest information and strategies in this hot field.

    Speaker Biography
    [To be posted ...]

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