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Non-Tech : The Critical Investing Workshop

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To: w molloy who wrote (3569)	2/12/2000 11:29:00 PM
From: Cooters	Read Replies (1) of 35685

molloy, I'll shy away from a RF debate with you, but the Europe stuff is just too easy. - Advancing a technology is essential from two perspectives. A) It must come from somewhere. I see your list of European advancements. I believe the US brought more new businesses public in 1999 than Europe since the signing of the Magna Carta. You surely don't want to tread on this area... Establishing a standard in technology means dominance. GSM should have it. For 2G it does. NOK should be MSFT times 2. But that little company from SD just snuck in and spoiled the fun. - GSM, IMHO, is the primo example of a de facto mandated standard which didn't measure up in the market. Which is why we don't let governments and close-knit manufacturer groups dictate anything. - ARM cores. Don't know how this happened. I evaluated ARMHY and didn't buy it because it was European. My mistake. - Based on my experience traveling and doing business in Europe, the GSM experience was not indicative of their prowess. I would expect Japan and Korea to take over the handset market. JMHO. Coots

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