You are right. A huge design win begets more design wins. Others have to scramble to catch up. RIMM won't be affected for biz like the instantaneous push email technology. RIM accomplishes that by colocating their custom HW at central offices. This is their secret. You probably haven't heard of this before.
RIM also uses Qwerty keyboard which makes biz more comfortable - no learning curve required.
Net, Infineon won the iPhone GSM/EDGE baseband which is separate from MRVL.
MRVL has been shipping separate HSDPA baseband and Xscale. Now MRVL is sampling single chip integrating the above functions.
Let's dig into iPhone II which will have 3G HSDPA, dual screen (top and bottom),...
iPhone III will certainly have GPS HW.
BB 9K will certainly use MRVL HSDPA+Xscale single chip and 11g+Blu single chip.
Remember that whay makes iPhone tick is the great MAC OS X and GUI allowing iPhone to function as a pocket computer. HW alone won't make a product great. It's the user experience as the Wii has taught PS3 and Xbox 360 a lesson.
Four Aces: iPhone, iPhone II, BB 9K, Zune phone. MSFT is not sitting still. Remember MSFT surface computer skunk work ?
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