consumer like silicon era charles dilisio president d side advisors march 17 2004 copyright 2 www dside com today s agenda 8 00am opening mat maloney valley bank 05am introduction 20am panelists remarks john paul ho crimson investments tony fadell apple computer gregg zehr palmone brad kayton prismiq 9 open q&a 30am closing jim hori 3 what changed integration elastic demand more markets increased may not result in either profit for new the ic vendor most likely to only maintain market position learning curve was our friend asic problems were absorbed cost reduction advantages by bigger wafers and smaller die costs outstrip willingness pay as design can approach 15m 20m deep sub micron fabs 3b big insatiable are seemingly fashion driven with charge thus short lived fragmented fickle
