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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 174.01-0.3%Nov 14 9:30 AM EST
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To: Ramsey Su who wrote (31)7/22/1999 3:34:00 PM
From: engineer  Read Replies (3) of 13582
 
Is their view the US or is it international in scope for handset demand? I could not tell from reading it. If it is national, then perhaps, but if it is internaitonal, I feel that the handset market will stay on the demand side for a long time.

Also, as the feature set approaches that of the GSM handsets in terms of size, battery, network, etc...the replacement rate will go up sharply.
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