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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: shuebert who wrote (38460)1/26/2001 6:57:12 PM
From: gdichaz   of 54805
 
Susan: Re: Eric L's comment: "<< I'm still unclear about what Openwave's role in 3G will be (I thought WAP would no longer be very necessary in 3G >>

I think Cha2 may have said that."

Eric L is correct that in a general way I was (and still am) puzzled by Dr J's position (as I understood him) that IP itself as used on the internet and which has been built into CDMA from its inception made WAP unnecessary.

Yet WAP has been and continues to be installed in phones in Japan for example which include the systems which are CDMA based. There seems to be an interest in WAP and the problems to date seem more to do with the circuit switched systems where it has been used than weakness of WAP itself.

Nevertheless the frustrations have been real - such as Eric L's own statement that he hates WAP - or did at one time.

Wish I had the answer on this, but I don't.

But just for fun (and for learning purposes) I did decide to pick up a starter position in Openwave Systems. Like the combination which bridges wireless and the internet.

Best.

Cha2
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