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Strategies & Market Trends : The New Economy and its Winners

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To: techanalyst1 who wrote (8939)	10/2/2001 10:10:06 PM
From: Bill Harmond	Read Replies (1) of 57684

Sorry! I thought you were responding to the Yahoo piece. The rev estimates are similar. I think you need to listen to the Openwave call. No subscriber-add issues, no competitive issues, no 2.5G roll-out issues. Just a reluctance to commit, and some willing to commit were grinding too hard so Openwave passed for now. When it turns I think Openwave is a gorilla. It's just the wait and the push-outs...though Listwin said this is the most challenging it has been, and they will be accelerating an in-place process to reexamine the expense side of the model. Long-term there isn't anything wrong I can find. There were things brought out in the call that will need clarification later this month. Hard to say.

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