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Technology Stocks : Phone.com [PHCM]
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To: Ellen who wrote (367)8/28/1999 2:23:00 PM
From: ynot  Read Replies (3) of 1080
 
'competition'...MSFT is building the 'better' mousetrap here, imho
based on the following premise

the wireless platform can be given away FREE as MSFT will control the aggregation and distribution of information

3COM fired the first salvo with their wireless PALM and their call for information distributors to 'write' to their PALM server that would then pass the information to the wireless PALMS...like a 'mapper/translator' in the ecommerce market

YHOO bought a company late last year (i think) that allows 'reformatting' of html pages to handheld formats (close to 3COMM announcement)

PHCM should be desperately seeking a partnership with a provider right about know or being bought out
on the buy out, there is no real problem duplicating their 'technology', so a buyer would be buying 'agreements' imho, expensive
on the distribtuion partnership, anybody but INSP would do

INSP would add so much weight to the gravity effect on the stock price it would leave quite a crater, again, imho and just for fun :)

regards
ynot ':)
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