Are customers expecting more and more functionality from comm. semis?
Mr. Doradla: Absolutely. Customers want to design systems with fewer components and chips. Some of the key advantages of packing more functionality into fewer chips include lower system costs, fewer vendors to deal with during product design and shorter product rollout time frames. We see this trend a lot more prevalent across semiconductor companies exposed to the consumer electronics space in general and the wireless handsets space in particular. TWST: You mentioned Qualcomm, Broadcom and some other large players in this space. Do smaller companies have an opportunity to succeed, or do they eventually reach a point of being acquired? Mr. Doradla: While smaller pure-plays have an opportunity to succeed, in most cases, especially if they have unique innovations, they are acquired by larger companies. I think pure-plays can scale up, but after a point, their ability to replicate success across multiple domains poses a challenge. Overall, we believe smaller players will continue to be so
