Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: JohnG who wrote (28537)	7/22/2000 9:14:43 PM
From: mauser96	Respond to of 54805

Good point. Before long the cell phone voice market in industrialized countries will be almost saturated. How many voice cell phones does one need or want? Why update if the one you have is small enough and does the job you want ?Since the industrialized countries are the ones with the money they are the big market. I'm also assuming that non Chinese will not make a lot of money from the Chinese markets, and that the cell phones sold in poorer countries will be commodity stripped down models ( ideal for Japanese and Korean phone makers). Like the auto market, the largest profits lie in the bells and whistles fancy models, so this is where companies like Nokia will focus. The present cell phone leaders will have to expand their markets, and the only way that I can see for them to do this is with increasing emphasis on internet and data. Eventually they will realize that this is a core goal, and far more important than a few dollars spent on royalty payments. In fact I think they know that now, but have the luxury of a couple of years time before it becomes critical. Thus the stonewalling and FUD. This same time span means that there is no need to do anything more than be gradual and cautious in increasing QCOM stock holdings.