SI
SI
discoversearch

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.
Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: Dexter Lives On who wrote (129891)6/25/2003 8:40:27 AM
From: Art Bechhoefer  Read Replies (1) | Respond to of 152472
 
Rob: >>Most stuff is sold, not bought. That is the real world.<<

For every sale, there has to be a buyer! You assume a sellers market, which does exist occasionally, but not now.
With subscriber growth somewhat slower in the U.S. than was the case earlier, if anything we're seeing a buyers market, where choice is based on price and/or performance. Maybe what we're really seeing in the decision of Sony-Ericsson to abandon the CDMA market in the U.S. is the perception that most handset buyers will take the lower cost units, not the units with special features such as Bluetooth. If Sony doesn't want to compete at the low price, low margin part of the market, then maybe it makes sense to leave the whole market to others. Which I think is what's happening.

Art



To: Dexter Lives On who wrote (129891)6/25/2003 2:05:31 PM
From: Mr. Sunshine  Read Replies (1) | Respond to of 152472
 
<<Another reality is that there is little difference between cell provider offerings - they're basically all lousy and most consumers have just accepted this... >>

WRONG! WRONG PREMISE! WRONG ASSUMPTION!
JUST PLAIN WRONG!

I frequently talk to people who are switching service based upon poor performance, especially coverage and to a lesser extent dropped calls and battery life. The technology challenged people usually expect 100% availability of their cell phone; they do not understand frequency issues, or even that they need to be near a cell tower. People get pissed when a friend is able to make a call and they cannot at the same time and same place. I also talk with people who are happy with their service; again, coverage seems to be the #1 factor.