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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: techreports who wrote (49985)	1/23/2002 6:56:03 AM
From: Dexter Lives On	Read Replies (1) of 54805

what was I claiming? << Sooner or later, the dominate OS for smart phones will make its way into the computer industry and challenge Microsoft. >> Over the next 20 years, this is not a low probability event - it's a zero probability event, imho. Now the chances of Microsoft dominating handheld OS to go along with their PC server and PC client domination are not 100%, but they're also nowhere near 0%. They have an inherent advantage in this area that they seek to leverage using IEEE 802.11 many-to-many wireless connections. Softee appears well on its way to achieving the goal of keeping the PC market healthy while harnessing that computing and bandwidth resource sharing to distribute around the office/home. 3g networks are being marginalized in this approach; I believe that this is no coincidence. Cheers. Rob BTW I've read rumors that telecom operators are planning massive deployments of WLANs in 2002; the factors cited include ease of use, existing applications and services, low capital outlays and a proven revenue model - the parobolic growth in the WECA membership list seems to confirm the commercial interest by gear suppliers and operators weca.net weca.net 3g with its massively expensive base stations, appears to be in trouble in a time of capital scarcity...

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