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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: engineer who wrote (17366)	12/15/2001 7:08:17 AM
From: Maurice Winn	Read Replies (2) \| Respond to of 196391

Okay eng, I agree it might be true that accountants can't count, even with the help of systems engineers and software programmers. But maybe that's the new area of competition. I haven't come across many businesses where 'denial of service' is a selling point. Usually that makes people get really angry and they start looking for somebody who does know how to run a business. When people want to make a phone call and they get a busy signal because the phone system is too busy, that's a really frustrating, adrenaline-raising, life-expectancy reducing bit of bad news where JIT delivery means service NOW! The alternative of running a system at a small fraction of capacity means minute prices 4 times as high as they need to be if the system was loaded to 90% capacity on a continual basis. As with airlines, it's the last bit of loading which really rakes in the profits. The first 30% just covers fixed costs in an airline. When competition heats up, we might find some serious competition in the wireless world and some imagination in how to deliver high quality services when the customer wants them and at a competitive price. But I take your point that right now the telecom companies are not going in that direction. On the contrary, they are heading for unlimited use along the Leap line. Mqurice