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Technology Stocks : Wolf speed

WOLF 20.28

-1.1%

Nov 28 9:30 AM EST

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To: Robert Sheldon who wrote (2118)	2/21/2000 4:04:00 PM
From: Robert Sheldon	Read Replies (2) of 10713

More WAP obsolence stuff . . . looks like I am gaining some allies: Irwin Jacobs (*IJ) of QCOM at the QCOM analyst meeting on 2/17/2000 made the following comment about WAP: "Chipset won't support WAP" "Need for WAP will go away" In the Feb 21 2000 Forbes ASAP Bob Metcalfe was interviewed on several areas and he had this to say: "According to Metcalfe's Law, when some application of networking becomes so specialized it needs proprietary protocols incompatible with other networks, that is generally a bad idea. We're having that argument right now with wireless. The wireless networking people have developed their own protocol called WAP, wireless application protocol. They are making the argument that the wireless media is so different from all other media, and little cellular phones are so different from PCs, that they really need a protocol of their own. I'm hoping Metcalfe's Law helps them decide that's a really bad idea. They had better be sure that the wireless infrastructure they are building can interoperate with the Internet, or else they are going to lose the benefits of that quadratic gain in value." forbes.com Seriously, if you own WAP related companies you better make sure why.

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