The market is intrigued by growth in Asia and but investors are divided on whether it's sustainable, ... Japan used to be a formidable economic power but it's been dormant so long that most tech investors grown accustomed to discounting it.

By the time we get to 2006 or 2007, there will be a ton of new service providers offering wireless voice and data, ... It's too late to think about the number of carriers shrinking. Five years from now we'll be looking at another wave of consolidation.

If you're performance-sensitive, all signs point to higher prices.

If MCI can take its brand, which is still substantial, and gain more customers, it would be more attractive to a larger telecom.

They have to take a more proactive role in developing the (over-the-air) market.

They're doing great, but they have to because the voice business and handset subsidization market is terrible.

They've got about six months before they won't have the monopoly position on EV-DO,

This is the first time that all of the major cell phone players are strong, ... Nokia has always been able to point to one of its top competitors as being hobbled or crippled but that's not true right now.

That's what's driving them to take advantage and get as many subscribers now before Sprint becomes a real competitor.

Some sectors, such as foundry, microchip packaging and components for LCD televisions that have better demand outlooks were still the market's leaders.