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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: StockHawk who wrote (27607)7/10/2000 9:46:43 PM
From: BDR  Read Replies (1) of 54805
 
<<2. You need the market to over-react to negative information, preferably information with little real dollar substance.>>

Here is another example of negative information with little real dollar substance directed, I assume, at QCOM. I am barely beginning to comprehend 3G and now ATT wants me to start worrying about 4G. I have a lot more faith in JDSU's Phase IV bearing fruit than I do ATT's G4.

I did not see that this article was attributed to any of the usual new sources (AP, Reuters, BizWire). I think it unlikely that individual.com wrote it themselves so I assume this came directly from ATT.

individual.com
Search under Wireless Access & Transmission

Waiting for the wireless Internet (Excerpts)
July 10, 2000

3G bandwidths will vary, depending on
the number of users on the network at a given time, and
the distance from a cell tower. Rather than 384Kbps,
McGuire anticipates users will typically get access
something more on the order of 56Kbps -- the equivalent
of current telephone modem connections. AT&T
spokespeople would not give a specific figure.

Looking ahead to 4G

However, a recent tour of AT&T Labs in Menlo Park,
Calif., revealed an interesting glimpse into the potential
of the wireless Internet.

AT&T officials said that 4G, which will evolve from EDGE,
will provide downlink access of more than 384kbps and
uplink access of at least 384kbps for wide area
networks. In some cases, rates can reach as high as
10Mbps, when the network is used in conjunction with
other technologies that AT&T is developing, but typical
rates are expected to be several Mbps.
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