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Non-Tech : The Critical Investing Workshop

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To: w molloy who wrote (3569)2/14/2000 2:20:00 AM
From: Jim Willie CB   of 35685
 
I distinguish technological advancement from adoption and usage, unless the advances come in quantum improvements like the roaming you mention... also, I must learn more about ARM and SIM, thanks

I believe you take comfort in GSM current numbers, but dont give enough importance to the higher CDMA growth numbers and greater potential capability (broadband)... I expect GSM to continue growing and maintain a subscriber lead for some time, but the nextgen IMO wont include as much GSM as you imply... GSM will likely succumb in time, when the Euro political forces wane and when the dike breaks on spectrum licensing

I still like my dumb statement
"it will be fun to watch Europe squirm in wireless data backwaters in coming months"

by autumn of 2001, USA will boast 1.5-2 megabit wireless speeds, while GSM in Europe stretches to achieve what? 500-700 kilobit... do you think these figures to be reasonable?.. if not, then give a more educated guess since this is not my field of expertise... but if yes, then that is what I regard a wireless data backwater to be... North America will be enjoying video streaming and movie downloads and maybe even using DickTracy wristTV's

BUT EUROPE MIGHT BE WATCHING IN JEALOUSY
thanks for your clarification, much appreciated
now there, you are not such a bad guy

hey, I challenge you to a highspeed breakneck race down any Sunday River Maine expert ski trail, or any other resort like Snowbird Utah or Copper Mountain Colorado or Mammoth California

Sunday River -- the best skiing in the east
yesterday was by far the best conditions I have seen in a decade
/ Jim
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