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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 174.54-1.2%3:59 PM EST

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To: engineer who wrote (13242)6/26/2000 9:05:00 AM
From: JohnG   of 13582
 
Engineer. Ok. So there is virtually unlimited phone mfg cacaciy currently availabl in Korea--and if Telson,for some reason, doesn't have adequate idle capacity, then $100MM and? months would provide that capacity.

So, should we conclude that success in the phone business depends mainly on 1) buying an adequate supply of components cheap, and 2) marketing your phones in a superior way? Aparently NOK is doing a good job on both of these areas.
JohnG
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