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.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: pater tenebrarum who wrote (19549)	9/19/2000 12:07:32 PM
From: Oblomov	Read Replies (2) \| Respond to of 436258

If there were to be 1.8 billion subscribers (currently there are about 500 million) it would require roughly another $1 trillion, yes with a "T", of capital expenditures I'm willing to venture that the required expenditure would be even greater... marginal returns begin diminishing well before the point of market saturation.

To: pater tenebrarum who wrote (19549)	9/19/2000 12:13:02 PM
From: chic_hearne	Read Replies (2) \| Respond to of 436258

heinz, I don't disagree with most of what you say. The point is things are fine NOW and NEXT YEAR at least. In 4 years there won't be 1.8 billion cell phone users, but that's 4 years from now. You're also not taking into account that many phones bought are just replacements for existing phones. It seems to me people buy a new phone about every 2 years or so. IF the big picture crumbles, the cycle is in trouble. Otherwise, as long as people have money or credit to spend, we are NOWHERE near the end of the cycle. I guess I'm not aware of this enormous capacity coming online in the near term.