“Supply to capital is extremely scarce. The reason for that has a lot to do with the fact that the people who supply the capital have already been burnt once and are trying to get out.”
“The Koreans have always had lower costs but with the won doing what it's doing, it's been exacerbated. The Japanese and the Koreans are very focused on North American business.”
“The difficulty will be in monetizing wireless technology. For the telecom companies it's great because it's more minutes being spent on the phone, but for the content providers it becomes harder to get people to part with their money,”
“The difficulty will be in monetizing wireless technology. For the telecom companies it's great because it's more minutes being spent on the phone, but for the content providers it becomes harder to get people to part with their money.”
