Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 176.18

+2.0%

10:15 AM EST

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To: Wyätt Gwyön who wrote (116817)	4/18/2002 8:30:13 AM
From: Jeff Vayda	Read Replies (2) of 152472

Mucho, re i can't believe my calculator cost more than rob v's phone. grrrr... And you still harp on Qualcomm? Nokia is giving phones away and still cant keep the channels open and growing. You selected to discount the 60-70% replacement rate KDDI reported. I take the opposite view. Replacement phones mean that the new system provides features current users are interested in spending money in order to gain access. The new units are not just another phone, they represent an advance over the previous models - an advance worthy of paying money. Nokia can not make that claim. People dont feel the need to buy a new phone to get the latest form factor Nokia's marketing department has deemed to be in vogue. When people start upgrading their current phones for ones with increased capability, they will show it off to all their friends. Then the friends buy one when they see what advantages the new units hold for them. You also mention that you would not extrapolate Japan/Korea to world's other markets (like the US). On the contrary again, if you look at the technology - not necessarily the demographics of the application, I think you will find Japan has lead the introduction of every new consumer electronics technology of the past 30 years. Jeff Vayda

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