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Technology Stocks : The New Qualcomm - a S&P500 company

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To: Maurice Winn who wrote (3913)	12/3/1999 9:10:00 PM
From: cfoe	Read Replies (4) of 13582

From the 12/13 issue of Forbes: Digital Tools by Stephen Manes. Article on Sprint PCS and the "Wireless Web." Notes that Sprint, while not the only or last to offer wireless data service, is the only one offering a national network right now. Says most of the Sprint "data-capable phones work at a pokey but serviceable 14.4 kilobits per second" and can be used as a wireless modem. Article also briefly mentioned AT&T's PocketNet but said data speed on 10KB and service is not available in major cities. Most of article talks about the various phones that are being sold with this feature. Here's the list and Manes' evaluation: Sanyo SCP-4000 - Manes' favorite Denso's Sprint Touchpoint - Close to Sanyo with one major "gaffe" (no "end" key is major in convenience) Samsung's SCH-3500 - Cute features, navigation buttons are maddening Qualcomm's QCP-1960 - Mostly negatives, including it had problems making connections. Neopoint NP 1000 "Most promising - and maddening" and also had problems making connections pdQ - Can surf the real web and collect e-mail from your regular mailbox, and connecting was no problem. But has a number of drawbacks. Seemed more like a "shotgun marriage" of Palm and Q-phone. As I read the article, and especially his comments about the pdQ, I thought of Christensen's work on disruptive innovations. They always start out too slow, too big, too this too that...and start out addressing a "small" market that is not being served by the current technology. This is how they get their foot in the door. Then as they improve, they attack up market. Watch out laptops and laptop makers, here come the handheld computers!

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