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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (38308)	1/23/2001 4:17:16 PM
From: Eric L	Read Replies (2) of 54805

Mike, << To send a message using the short messaging system (SMS), does the user speak or type the message? >> Type. Either on a mobile phone, or using a PC keyboard while accessing a web site (provided by the carrier or others). Not something you'll see me doing ... even with predictive text. Actually I do use it on the receiving side ... especially when in Europe. My secretary, others, type a message on VoiceStream's web site and transmit to my US mobile number (complete and accurate text detail, that I don't have to manually transcribe and that I can store or forward) and that I can screen while in a meeting. Example (you can message me) here: app.airtouch.com Messaging is now more than text however. It is digitized graphic images, sounds (ring tones, etc.), applets, etc. That is why it is in hypergrowth. It is data. Pure data. It is not voice (although it can in some cases be converted to voice or from voice, but that is not prevalent yet). There are 20 million 'i-mode' users, using it outside of GSMland. Assuming that there usage is as high as GSMers (it is probably higher by several x) that's 20 million messages a day to add to GSM's 15 billion per month. Americans haven't seen much of this till lately because of the limitations of cdmaOne and IS-136 TDMA, but that is changing rapidly. << Thanks to anyone who was concerned. >> Will that individual please raise his hand? - Eric -

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