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Technology Stocks : Nokia (NOK)
NOK 6.465-0.5%Dec 31 3:59 PM EST
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To: Caxton Rhodes who wrote (18160)2/6/2002 3:22:46 AM
From: Yeuk-Hai Mok  Read Replies (2) of 34857
 
A price war between carriers may do well to increase penetration which helps anyone making handsets/chips.

I totally agreed and I hope this comes true (because of my investment in both NOK and QCOM).

I think the price of the service is more important to customers thna the price of the phone, or at least it should be.

This is an interesting point but I think this is not the case in US. Since there is NO handset portability between carriers (not even within the same technology, at least in my area), I would NOT paid anything more then a few tens of dollar for a handset in the US. In most case, I'll go for the free phone. And this is the same feeling of many people I know. The issue here is with the carriers not the handset makers. I would even predict that unless a carrier would have a GSM/1X mixed network in the US (highly unlikely) or the carriers changed they way of business, we will not see handset sold by US carrier using QCOM's 6300 chipset. In China, that will be a different story.
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