WDC/Sandisk Corporation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : WDC/Sandisk Corporation

WDC 200.46

+6.8%

Jan 9 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ausdauer who wrote (24434)	12/26/2003 2:22:44 PM
From: slacker711	Read Replies (1) of 60323

there is the rub. I think that as handsets become more and more feature rich there will be a greater cost to the user. Standard contracts are now about 2 years in order to qualify for a free phone. Given the limited consumer loyalty in the cellphone arena you can see why service providers won't be giving away $400 cellphones. Japan probably has the highest level of subsidies in the world. The SH505iS came out on December 12th, and I can pretty much guarantee that it will be available for free with a contract by June. The pattern is slower for the rest of the world, but I would generally say that a handset that debuts for a $400 retail price can be had for under a $100 nine-twelve months later. I would guess that a 1 megapixel (CMOS) camera phone will be available worldwide for less than a $100 by next Christmas. It could move a little faster than that, but it depends on the availability of lenses/sensors. In any case, I think we should have confirmation one way or another on whether cell phones will drive mini SD demand by the April earnings. If it hasnt happened by then, I think I will have to change my mind on cameras driving external storage for cell phones. Slacker

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next