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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (37045)	12/26/2000 11:45:29 AM
From: gdichaz	Read Replies (1) of 54805

Mike: The proxy for measuring the wireless data tornado is a fascinating question for discovery (this from a "Discoverer" in the game of a week or so ago) but I don't yet have a good way to deal with this key yardstick. This is particularly so, since I see the future of wireless as the proverbial rabbit stew of half and half - one horse and one rabbit - with data as the horse. This will evolve over time and there will be a mix, but only one part of the mix is key IMO and that is the data part - by which I mean the ones and two which carry video for example as well as many many other uses. Voice will be a relatively unimportant element IMO. (But then, that is just my view) The point of course is that the real world in current spectrum is where we need to look in the next couple of years, and it is simply too early; but even conceptually this is a tough one. Ideas? Best as always. Cha2

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