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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (19881)	3/13/2000 4:41:00 PM
From: Sunny	Read Replies (1) of 54805

Re: Europe Closes the Gap This is the title of an article in the March 13, 2000 issue of Time. Basically the article covers much of the ground that tero addressed about the wirless markets in Europe and the rest of the world and contrasts those to the "framented market" in the US where people often times can not use their cell phones in cities within the US. Snip <<Europe's wireless revolution is having an impact well beyond the phone industry. By making all commerce-b2b & b2c more efficient, quicker and ubiquitous, wireless technology will the the European economy another kick in the right direction. Moreover, by freeing up the internet from PCs, wireless will make e-commerce genuinely mobile, increasing its penetration in Europe.>> From a market perspective tero may have nailed it and the installed base of GSM may be very difficult to overcome. snip <<Wirelss companies around the world are preparing to adopt the 3G standard. Acceptance by Japan of the European version already has a head start, so there is a good chance that it will be the one to win. Nokia will continue to be in the driver's seat because they are not following the market, they are making the market.>> WAP also discussed The article goes on to address Smart Cards. Gemplus and a small German company ASG are well positioned to cash in on the mobile commerce craze. The origin and evolution are then discussed. snip <<Gemplus anticipates a global explosion in teh use of smart cards. "The potential applications are innumerable and provide almost toatal security and reliability of identification." >> the impact of the the Euro is also addressed. snip << The euro has been crucial in accelerating the pace of change. The Euro has allowed Europe to almost completely overcome its historical weakness of market fragmentation. It has created a larger almost seamless economy roughly the size of the US.>> Food for thought? Sunny

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