SI
SI
discoversearch

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 : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?


To: Bux who wrote (531)8/4/1999 4:07:00 AM
From: Bux  Read Replies (1) | Respond to of 13582
 
Here's a CDMA first. Airtouch in the Detroit area is giving away Qualcomm Thinphones to new subscribers! I realize it's all in the way the deal is structured but still, who was it that said CDMA phones were just too expensive?

Bux

P.S. Correction on my last post. Slim Li-ion battery was $80.



To: Bux who wrote (531)8/4/1999 9:35:00 AM
From: quidditch  Read Replies (1) | Respond to of 13582
 
Bux, interesting point on whether Thin Phone, being new and feature rich, will be immune from management assumption of ASP erosion:

Message 10626937

Your position makes sense in that Thin is barely out and there is little in the price to be eroded <g> in this or next quarter.

As to component shortage, true it's good business sense and legal cya to get it out on the table. Imho, think that if they sent Sulpizio to Japan to deal directly with the vendors, among other things, the problem is not trivial.

Regards. Steven