Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: TobagoJack who wrote (59182)	1/21/2005 5:31:17 AM
From: elmatador	Read Replies (1) of 74559

Jay, Q and the wireless revolution is like picking fruits. First comes the easy pickings: Europe the wayo of the spectrum auction, the tech bubble... Next came the medium height hanging fruits. Europe's frienges, China, and other major players. Then the ones you need a ladder or a crane to get to it. Brazil, US (note that the US was a later come to wireless, Indonesia, Nigeria... This is ending right now. We have perhaps another 12 months of build out, Ukraine, Bulgaria and other countries that protected the first and second opertaors and are now allowing third operator. (Thailand has four, Brazil has like five...) Now mobile handsets shold be price at rock bottom prices. Like Casio watches. Perhaps a price level that even the beggars could afford or that people could buy per Kg. This, certainly will have an effect in Q. But don't Mq.

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