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Technology Stocks : The New QUALCOMM - Coming Into Buy Range -- Ignore unavailable to you. Want to Upgrade?

To: quartersawyer who wrote (5169)	5/8/2009 8:43:30 AM
From: slacker711	Read Replies (4) \| Respond to of 9129

If their vision is good there's big growth according with global upgrading and people's expanding use of wireless. The conclusion to my previous ramblings would be that there is going to be less reason for people to upgrade their handsets in the future. While functionality will continue to increase with new generations of handsets, the incremental gains will be far smaller than in the past. The integration of cameras or MP3 capabilities was reason enough for people to upgrade in the last five years. Will people upgrade in two years to get access to mobile banking or mobileTV? The pattern I see is something along the lines of the computer industry. In the early 90's, you needed to upgrade your hardware every 2-3 years because the increased functionality of a new OS, application, or game would provide a meaningfully better experience. That upgrade cycle has slowed over the years. Many people went out and bought a new computer because of Windows 95...but who did that for Vista or the latest version of Office? That puts a large onus for growth in the industry on devices besides handsets. We'll need some spectacular revenue growth in this sector if the high-end upgrade market does slow down. There was an article on the other thread that talked about the key to this....new business models by the operators. They cant expect to charge extortionate amounts of money for small increases in utility. Slacker