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Technology Stocks : Phone.com [PHCM]

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To: Mark Oliver who wrote (277)8/20/1999 8:10:00 AM
From: ynot  Read Replies (1) of 1080
 
PHCM will drop like a rock ;)

now, with that out of the way, good morning mark

two items of interest
Message 11014853
deficit up, dollar down, interest rates may rocket
PHCM prices have been 'lifted' to dump VC/founder holdings, imho
they will, the economic timing however may not be good, be careful

Message 11015587
harmon's response to my question about spyg+sun
this is a longer term, but very significant, problem for PHCM
spyg sun symbian have a better technology configuration
revenue sources are diversified

phcm will be hard pressed when these three start the 'standard dance'
for those not familiar with the 'standard dance' it goes like this

(hum if you want, this is fun!)

top three partners do-si-do
squeeze out the weak guy ho-ho-ho
a la man a left here-we-go
watch PHCM run right way-to-go

at the end of the dance PHCM's technology and ability to integrate is so far from 'true' standard that the next generation of wireless products may offer it as special add on

of course just my opinion
hope all is well down under
good luck
ynot ;)
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