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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: voop who wrote (40448)9/11/1999 6:03:00 PM
From: MileHigh  Respond to of 152472
 
voop,

I by no means am an economist or supply side expert, but I think the thesis is that when ample supply is created then demand will follow. Examples would be bandwidth prices, as they fall people might be worried about profits, but Gilder thinks that as cheap bandwidth is made available that bandwidth hungry applications will be developed to soak it, thereby creating demand, enough demand to compensate for the drop in prices.

Long distance might be another, as prices fall people make more LD calls. Airfare could be another, as prices have fallen over the years, more and more people have chosen to fly instead of drive.

As it relates to Q, I would love to see ample supply of CDMA technology (ASIC's/Handsets) deployed at a "reasonable" price in order to spur demand.

Figuring out the "reasonable" price part as it relates to demand is the hard part I guess.

Sorry to the economist's if I butchered Supply Side Econ 101!! <gg>

Regards,

MileHigh