*Just a clarification to you post 220,000,000 cell phones produces demand for 440,000,000 VCOs not 440,000.*
Yes, my mathematical skills are apparently dormant today . . . 440,000,000 VCOs needed to placate HANDSET DEMAND (more below – yes, I know I'm yelling).
*So when people are looking at the percentage of the population using cell phones and related growth projections, it under-estimates the demand for VCOs as existing users will require more VCOs when they upgrade phones.*
IT IS EVEN BETTER THAN YOU THINK! Take a look at what NSM did today with their business model . . . they threw out the CPU business and are focusing on the “appliance” business. For those of you out there having flashbacks to Sunbeam I am NOT TALKING ABOUT MIXERS, toasters, or the like. Instead I am talking about devices that NOKA intimated today would outpace PC box unit production in 2002. They are basically handsets but with very different characteristics. How would you like to have your web browser, scientific/engineering/financial calculator, personal data assistant, car remote, tv remote, garage door opener, credit card information, blah blah blah, all in one handy unit a bit larger than the NOKA phones currently populating the plant? I WOULD. That way I could haul my kids around instead of having them hold all my equipment.
That is why QCOM is rocketing (besides their win for CDMA standards) – they are leaders in that their new pdQ handset that will be offered this summer (I can almost hear the masses saying “and I thought it was just another INTERNET stock” – a frequent excuse given on CNBS(C)). By the way go visit the QCOM thread for a once in a lifetime opportunity (other than VARL) in investing.
Anyway, does someone know what the estimates for PC box production in 2002? (your turn for some homework)
BY THE WAY - WHO WAS THE BOZO SELLING TODAY? Come on, I know some of you are short . . . |
