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Re: optionchain post# 152208

Tuesday, 04/18/2006 10:02:17 AM

Tuesday, April 18, 2006 10:02:17 AM

Post# of 432922
yee, of little faith... Billion, with a 'B'

in the semiconductor industry, the holy grail used to be the PC. year after year, pcs sold 100M units. supplying the capacitors could be a sustainable business. now, along comes cellphones.

BILLION, with a 'B'. by 2007 should be 1B phones each year.

how 'bouts you have a component that goes into every one, regardless of the brand? how about the marginal cost is zero? and you never ship late, and your shipping is free?

IDCC has the best business plan since qualcom! APEX. LG has come to the table. nok has lost at the icc, sdny, and is back before the icc again! sammy's hearing was 1/6, (maybe they should settle?).

take a look at the phone sales numbers being posted. lg did 16.2M units oct. - dec. huge sales. i think the industry rose as a tide. there should be a couple pennies to beat the numbers--play WS's game the old fashioned way.

it was <$19 at the end of 05.

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