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

To: slacker711 who wrote (49227)	11/28/2001 10:19:45 PM
From: kumar	Read Replies (2) \| Respond to of 54805

You wont be buying just a handset. Mobile phones are going to integrate digital cameras, MP3 players, and elements of a PDA in them That may be what the vendor(s) want to sell. That does not mean (as an example), I as a consumer will buy it. Having used "combo devices" such as TV+VCR, CD+tape etc, I personally would be very reluctant to buy any combo device. Mainly because, if one component fails, I got to replace the entire combo device. Not what I want. cheers, kumar

To: slacker711 who wrote (49227)	11/29/2001 3:05:34 PM
From: carranza2	Respond to of 54805

It would be useful if your antagonists stopped thinking about "phones". The new devices will be phones, but they will also be a lot more, witness the $500 Samsung I300 which is a Palm Pilot married to a phone. All reports indicate that it is flying off the shelves, even at $500. By the way, it is comparable, if not cheaper, than the combined price of a top of the line Palm Pilot and a top of the line phone. The devices will have multiple functions which will justify high prices. Don't forget wireless laptops, etc., all of which will add to Q's bottom line. The quantification of Q's future earnings is difficult but only because the future sources are so unknowable. Remember Buffett: The biggest mistake an investor makes is to use a rear view mirror as a map for the future.