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Technology Stocks : Access Anywhere, Anytime. Cell Phones/PDA's join the Net

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To: ynot who wrote (10)7/13/1999 5:35:00 PM
From: Mark Oliver  Read Replies (1) of 332
 
<but Mark, how do we make some money on this stuff :)>

I own PHCM which went up $7 1/2 today. That's a start.

Do you run across WML Wireless Markup Language? It seems to me that rather than go it alone like 3Com, there will be pressure to find a standard and the WAP Forum seems to have some great strength to push a standard. They are using WML as a re-write to HTML which will modify content to work better with wireless devices.

I'm surprised you didn't mention this. I learned about all this through you. Remember all those times you said Unwired Planet and Symbian were the real long term winners? Well, PHCM, or Phone.com is the same Unwired Planet with a name change.

At the moment, I see phcm and Spyglass as very interesting direct investments in this vien of thought. So many of the players in this group are either pre-IPO or very large with diversified products that won't have as dramatic a relationship to this explosive growth market. Obviously, Oracle, Qualcomm, Nokia, Motorola, Cisco and many others will do very well.

Regards,

Mark
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