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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: willcousa who wrote (7034)	9/2/2003 3:08:15 PM
From: BWAC	Read Replies (2) \| Respond to of 25522

<The phone is not free - it is bundled with the service. > Price of the bundle fell too. Was $60 now $45. $45 x 12 months = $540 Phone retails for $250. 540 less 250 =290/12 = $25ish a month net? I don't see that as priced in. I see it as induced demand. ------------------------------------------------------ Further, How much money are TXN, MOT, NOK, ERICY, etc. making on these increased sales? Not much per their reports and expectations. Demand exists largely because they are offering the phones at cost. And then on top of that, the phone compnay is throwing in a few bucks to the consumer as incentives.