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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (24308)5/7/2000 1:36:00 PM
From: gdichaz  Read Replies (3) of 54805
 
Eric L: Welcome back. As always you help clarify my thinking - which usually is in need of plenty of that.

Re: WAP. What I was curious about was the link between GSM (and specifically Nokia), WAP, and data using the GPRS upgrade. And I was trying in my own mind to understand why Dr J was so skeptical WAP - at least in the long run.

Seemed to me that (reading between the lines to some extent) that the ability to discard nonessential "stuff" which WAP permits, is vital to the possibility of making GPRS viable as an "upgrade". In other words, isn't GPRS so slow and non competitive to 1X and (for sure) HDR as to not stand a chance without WAP's ability to discard non vital stuff so the bare bones could get through on the relatively slow GPRS "upgrade". Without WAP isn't GPRS left in the dust?

(Of course as you know, abstracting from the politics of vested interests and solidarity - a joke of course - what else matters - certainly not efficiency or effectiveness - why go any way other than HDR for data - good grief it can even be peddled as TDMA (a.k.a. GSM! )

Best.

Cha2
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