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

To: BWAC who wrote (7036)9/2/2003 3:22:52 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 25522
 
Demand exists largely because they are offering the phones at cost.

If you really believe that TXN, MOT, NOK, or ERICY are offering their chips or phones at cost, you are living in another world.

BK



To: BWAC who wrote (7036)9/2/2003 6:03:34 PM
From: Cary Salsberg  Read Replies (3) | Respond to of 25522
 
RE: "Phone retails for $250."

The only company in the food chain interested in "retail" price is the one that is giving it away. I think the monthly net should only include the wholesale cost, which probably adds, at least, $10 a month.

So competition has lowered the price from $60/mo to $35/mo and elasticity of demand increases the subscribers and the number of handsets used.


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