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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (4485)8/1/1999 2:13:00 PM
From: Eric L  Read Replies (1) of 54805
 
Cha2

<< Phone.com by the way many of you may recognize under its earlier name as a private company - Unwired Planet. >>

WAP will be BIG but it may have a short window. My former company (sorry to keep saying that) had an early equity investment in them (and also Kopin) who has display technology that plays in this game.

In addition to the thread you referenced for phone.com I have this one bookmarked:

127.0.0.1:3456/SI/~wsapi/investor/Subject-29380

Thread is called "Acess Anywhere, Anytime. Cell Phones/PDA's join the Net". Guaranteed there will be some plays noted here. Not sure if its phone.com but ...

Actually I fell asleep and missed the phone.com IPO and I've stayed away from Kopin which has been dead money for lots of folk but I think is now or was recently around an all time high. I think there is a lesson in that (getting in too early) when in the chasm. I'm not to much into the basket thing.

I brought up phone.com here once and Frank suggested I write it up. I did but on the Bowling Alley thread (which Frank made me aware of):

127.0.0.1:3456/SI/~wsapi/investor/reply-10551425

Didn't (hasn't) get/got much play.

- Eric -
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