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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?


To: Dexter Lives On who wrote (12704)11/30/2003 8:24:05 PM
From: Quincy  Read Replies (1) | Respond to of 12823
 
"It's based on what Korean consumers want, being the leaders in wireless data consumption ...."

Korea is poised to overtake the market leader with 2G, 2.5G and 3G hardware in 5 years. No shortage of cash to be earned there.

Claiming a 4G crown now is like winning a beauty pageant after a contaminated buffet put everyone but you in the hospital. It doesn't lend you credibility or pay dividends on your research investment if no one is buying about fifty million handsets a year and experience exponential growth.

The irony is the PDA market transforming to replace handsets in the next 5 years will build my near-term investment. Forget Korea. The world will be gobbling up 3G handsets by the hundreds of millions while we wait for competitive 4G handsets.