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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: EnricoPalazzo who wrote (44375)	7/16/2001 3:00:03 PM
From: Eric L	Read Replies (1) of 54805

re: Wireless Voice & Data Tornado - An Asian (Chinese) View I've enjoyed the lively discussion that has evolved from your posting about China (wireless), although if I can't get our guest and my partner mightylakers to RTFRM, I may have to send him my audio tapes, and give him a quiz a month later <g>. I have just posted an article from a China source and the accompanying tables on the "3G Cellular" thread. It may be interesting to some here. This article discusses the convergence of mobility and Internet from an Asian perspective. Please note that the term "3G" is used somewhat loosey goosey in the article text and in the tables it contains. For the most part "3G" seems to be used for messaging to some degree but primarily for mobile Internet access, regardless if the underlying technology is 3G, 2.5G, or 3G. Forecasts to 4 to 5 years out are crystal ball gazing, but I think it is interesting to look at forecasts out of Asia and compare them to those originating in Europe and the US (even if Europe and US research houses originate them). The text of the article is here: Message 16082590 The following link contains the tables contained in the article which contain some pretty aggressive forecasts that bode well for the tornado we are watching for: siliconinvestor.com - Eric -

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