Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (59217)	1/21/2005 6:09:52 AM
From: elmatador	Read Replies (1) \| Respond to of 74559

Mobile handset glut T-Mobile, Deutsche Telekom's mobile arm, is not only axeing 2,200 jobs as part of a €1bn cost-cutting plan in its European operations: it is also reducing the range of handsets it offers from more than 50 to 30-40. It is unlikely to be the last operator to streamline handsets, which will intensify competitive pressures on manufacturers such as Nokia, Siemens, Samsung and Motorola. For T-Mobile the move is sensible. Subscriber growth remains rapid in the US, but most Europeans already have a mobile phone and service providers must squeeze more revenues from existing clients. T-Mobile wants to give itself leeway to meet tariff competition. Trimming the number of phones and cutting the handset subsidies it offers to customers accounts for €500m a year of the cost cuts. Other operators might follow. Analysts say there is a glut of mobile phones that look similar and have many of the same features, such as colour screens and cameras. Rationalising product ranges will reduce confusion among customers. Larger volumes of single models will also enable operators to demand bigger discounts, adding to pressure they are already exerting on handset makers for software customisation and handset branding. The saving grace for manufacturers is that if operators narrow their ranges, they may be able to reduce the number of models they make. news.ft.com

To: TobagoJack who wrote (59217)	1/21/2005 4:32:18 PM
From: Maurice Winn	Respond to of 74559

Yes, profits do go up and down. But see if you can detect any trends in this simple table of financial information. It's tricky, but I believe your talents are up to the task. If not, please feel free to ask for my assistance as I have solved the puzzle. qualcomm.com Not shown there is a dramatic increase in R&D investment. While appearing in the accounts as a cost, R&D isn't like buying fuel = burned and gone with more to be bought next week. R&D is spent today and the profits are enjoyed for years to come. Drool. I love having my bells rung. Mqurice PS: WiMax is not a threat to wide area networks based on QUALCOMM's CDMA. WiMax will help develop the market for cyberspace, as will WiFi which will also not replace wide area networks - people need coverage all over the place and while mobile.