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Technology Stocks : Phone.com [PHCM]

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To: ynot who wrote (595)10/12/1999 6:00:00 PM
From: Mark Oliver  Read Replies (1) of 1080
 
Clearly the desktop graphic metaphor will not be happening on the cell phone, (yet). That does not mean the graphic value of a WAP styled site will not have far reaching value and implications. Like Ellen says, you seem to be missing it.

As far as voice goes, I still prefer to read text than to hear it. The blend of voice and graphic interface will make great possibilities. But, voice is not ready for prime time.

Anyway, phone.com is clearly in the lead of all these events. The use of their server products is clearly the goal of the majority of wireless system operators. Now, they have acquired their next closest competition with highly valued stock. This will make their product only stronger and they will have obtained such a large percentage of all the new phone users that they will clearly be serving out data to 100's of millions of users in 2 or 3 years.

Your views have been consistent from about $90 up to $220. You do seem to be missing it. Unfortunately, I fell into this and sold way too soon. Still, I am buying a piece of land with ocean views this week using the proceeds, but it would have been nice to buy the adjoining lot as well.

Regards,

Mark
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