Indeed! RIMM were very dismissive of touch screens, as were Nokia. Now both are developing them. Funny :)
Apple's numbers are great for MRVL, but much overlooked is the impact of the iPod touch. I estimate Apple will sell about 10M of these (out of a total of 30M iPods) this Christmas quarter, all of which have MRVL WiFi chips in them. If MRVL can keep the iPhone/iPod touch socket throughout 2008 then between those two models, MRVL should be selling around 35-40M WiFi chips to Apple during FY08.
Anyone care to work out what that means for MRVL? Is it significant? I don't know the numbers well enough but was under the impression these sell for about $5. Is that right?
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