To: EJhonsa who wrote (29496 ) 8/6/2000 10:11:53 AM From: Boplicity Read Replies (2) | Respond to I believe you are missing my point. Sure people will want to get the latest, and you stated the 70% annual growth will slip to 40%, that because saturation rates and the what I have stated, which is the key to my thinking, what they can do with the current infrastructure, you can only do so much to cause people the upgrade now. So the latest improvements will have limited appeal as compares to past improvements. People are walking around happy with their phones, that are not the big bricks like they used to be, they are small compact, and digital in most cases, so there is no need. They will look at their handsets and think to themselves, "Do I really need that all this bluetooth, location services stuff, etc etc I'm pretty happy with I got." To add to the statement, I'll venture to say the current growth rates could very well be priced in. So, what will be needed is the 3G, to use the states as an example, Mr. and Mrs. main stream America will the need the WOW factor of 3G to upgrade in masses, so I see a slowing of appreciation or sideways movement for the cell group till that happens.
