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Technology Stocks : METRICOM - Wireless Data Communications
MCOM 0.0140+40.0%Dec 16 2:03 PM EST
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To: Chun Chang who wrote (1786)12/5/1999 12:48:00 AM
From: Sherman Chen  Read Replies (1) of 3376
 
CC,

I think it's possible for HDR to be strong competition to MCOM in the future. But first, QCOM has to prove that HDR can be offered as economically as they claim it can be, then they have to sell the carriers on the technology. In the meantime, deployment of R2 should be well enough along that MCOM will have its fair share of the wireless data market. At least, that's the plan. I think the speed of MCOM's network will be competitive. I hear that they will be able to offer DSL speeds through software upgrades in the near future. If HDR can offer higher data rates with always on connectivity at a reasonable cost as QCOM claims, then it will be successful. In the meantime, I like both my investments. And you're right, this runup does seem much different. Good luck.

Sherman
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