Yagottabe Kidding

Full Featured Cell Phones Going the Way of the PDA

If a phone sells for $50 does it matter if we call it a dumb phone, feature phone, or smart phone?

It's still a $50 phone.

The question is not (and should not be) whether the "smart phone segment" is dramatically increasing, but whether the TOTAL phone market is increasing.

Because a $50 phone is a $50 phone no matter what else we call it.

The Commoditization of the 'Dellphone'

Commoditization of the cellphone space is exactly what that RBC "analyst" didn't take into account. Lack of profit margins will kill the less-than-nimble. The HTCs and Nokias of the world, able to spew out a dozen phones every couple months, should do okay (but not liking it) but whither the two-phones-a-year companies like Palm? Can they afford perpetual 15% margins?