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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Seeker of Truth who wrote (17509)	2/8/2000 10:59:00 PM
From: Sommers	Read Replies (2) of 54805

<<...data is usually sent from one computer to another and why not over wired lines?>> Let me try to explain a different way. First, I agree with you, the billion dollar question is, "What will the demand for wireless data be?" Lets look at voice first. Remember when you could only make voice calls on a land line? The question of wireless voice was a matter of economics. Cheaper phones, affordable service and wireless voice exploded. What about voice over the internet? That's happening now. What's driving it? Again economics. So what about data? Well of course we all know the current demand for land line data. The demand far exceeds most network's current capabilities. So now we get to wireless data. Again that will be a matter of economics. People like convenience. Right now it's a few minutes before noon. I'm sitting in a cafe in Repulse Bay, Hong Kong, typing this post to you on my Nokia 9110 (it's one of those mobile phones that opens up into a PDA). Try wireless data. It's like wireless voice. Once you have these conveniences, they become necessities not luxuries. Just like ordinary mobile phones. Best, Ms. Sommers

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