Bluetooth: from RF semiconductors to softw. applications Message Board

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Technology Stocks : Bluetooth: from RF semiconductors to softw. applications

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To: Holly R. who wrote (124)	1/25/2000 11:26:00 PM
From: Jim Oravetz	of 322

Since many big name companies are involved in Bluetooth development and standards, IMHO its going to be very hard to pick "the stock" that will benefit greatly. If it becomes so pervasive, as predicted, it will also be hard to have your company's product, like a cell phone, stand out from others in the same product area (Nokia vs Ericy). Perhaps an "under the hood" company that can get the first single chip solution will be the front runner for awhile. No one yet has that solution. Not sure about OS software (Epoch) or application s/w vendors at this point either. Disclaimer: I own ERICY. While they are part of the first wave of companies who dreamt up the technology, I do not think that they are going to be driving Bluetooth forward to meet their goals. They will have products only to have some visibility in the huge Bluetooth market (if it ultimately develops that is). I like ERICY for the tons of GSM phones and GPRS data technology that they are involved with. 3G also has a huge cloud over it since QCOM has refused to negotiate on IP fees. Jim

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