re: whooosh wallies, page-6

re: whooosh wallies I don't think ramping got this one running. It actually had some very strong news IMHO but I think too many people misunderstood the time it would take for things to pan out. The jumped over themselves to get as much of the stock as they could in a couple of days, obviously thinking that more would be coming within a week or so. We're talking about cost savings here, so the companies trialling the systems are unlikely to buy $M's of dollars worth of equipment before it's proven itself efficient over a relatively decent time scale. If you change phone carriers it takes time to see how much you will actually save. You can't allow yourself to be fooled by a large drop in costs in the first month, because that may just be a statistical anomaly. If however you trial them for six months or more and the costs are consistently reduced, you can fairly safely assume that this is not the case. If you got in around 1c you should be fairly safe IMHO so I personally would be putting them in the bottom drawer.