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Technology Stocks : Ericsson overlook?
ERIC 9.530+0.3%10:01 AM EST
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To: Sawtooth who wrote (1180)1/2/1998 1:31:00 PM
From: Quincy  Read Replies (1) of 5390
 
"Made an interesting analogy between Apple/IBM and ERICY, et al./QCOM, noting that Apple clearley had superior technology but what mattered when all of the smoke cleared was who was able to get the most installed market share. "

Hmm.. I don't agree with that analogy. It's too easy to switch from Pac Bell (GSM) to Airtouch (CDMA) For what this saved me in monthly charges, I'll gladly shell out $150 for a new phone.

Between IBM and Macintosh, the IBM clones were close to a thousand dollars cheaper. It just isn't the same; abandoning a $200 phone or abandoning a $3500 computer system.

I am not going to argue which phone is ultimately cheaper. Your local providers already know that answer and will be forced to price accordingly to call capacity.
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