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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (14496)	1/7/2000 9:24:00 PM
From: Eric L	Read Replies (1) of 54805

Cha2, As you have noted I have been "out and about" for the last several months. I am most definitely behind on current wireless transition. I am sure you are one heck of a lot more current on HDR than I am as a result. As I try to catch up on the rapid changes in wireless I'm finding something a little spooky. A lot of the data that was available on 2.5G (and 3G) wireless sites has been purged and nothing has replaced it. An example is that if you go to the UWCC site you can't find any of the excellent 2.5G/3G material that was there. I think the reason is that we are rapidly evolving from concept & preliminary specifications to release specifications. The old data is obsolete and the new data is not refined enough to publish. What we thought we knew yesterday we are clueless about today. I'm sitting here killing dead links from my "Favorites" Folders. Any historical documentation I didn't save to disk is gone forever. In the process of getting current I found an excellent new site you might want to bookmark: gprsworld.com On it I found an article I had missed that discusses Omnipoint taking delivery of GPRS infrastructure in December. I knew this was supposed to happen but thought it might be postponed. It wasn't. I have posted the text of the article to the ERICY thread. This will be a wild year in wireless mobile telephony. Lets compare notes from time to time as the controversies rage. * It will work. No it won't. * Its real. No its not. * GSM is Toast! CDMA is Toast! TDMA is Toast! I look forward to it and I know you do to. In the interim, I rest secure in my QCOM investment. - Eric -

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