Bill Wexler's Dog Pound Message Board

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Non-Tech : Bill Wexler's Dog Pound

REFR 1.770

+1.2%

12:11 PM EST

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To: Bill Wexler who wrote (7011)	3/4/2000 6:10:00 PM
From: Mark L.	Read Replies (1) of 10293

The wireless hysteria is not really hysteria, it is the ramp up of a huge secular trend. I would appreciate your elaborating on this. I have owned Nokia and Ericcson for a few years, but with the current prices (and the increasing size of the positions) my enthusiasm is waning. The only thing that would bail out these market caps is, as you say, the ramp-up of a huge secular trend. Are you talking about Internet-enabled phones being very important or some other trend? If Internet-enabled phones, what are the killer apps that you see on the horizon? I have not been to Finland nor Korea, where I gather these enabled phones have really caught on. However, looking at the offerings at this year's CES, I was underwhelmed.

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