Thursday, November 5, 2009

Smart phones

Is RIMM cheap? Is Apple expensive? How about MOT? My take on smart phone is two-folds: on one hand, the demand is growing rapidly; on the other hand, the barrier for entry is very low. The technology is easily replicated. In one year, it will become a commodity, just like all the cell phones. If a company can manage well, it will look like Nokia. If not, it will follow the fate of MOT.

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