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


To: R. Ramesh who wrote (44500)10/13/1999 3:34:00 PM
From: The Reaper  Read Replies (1) | Respond to of 152472
 
RR- I think that you've started a good line of thought with your observations on the handset biz.

Questions that I have are...

Was Dr J. talking about all handsets (GMS, TDMA, CDMA), or just CDMA in the 1 billion?

What duration are most service contracts written for from the providers? It would seem that subscribers would change their phones when they renew their contracts. Much more frequently than 3-5 years.

Keep going on your digging and carry this idea out some more.
Crap! Boss catching me online......

kirby