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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: paul_philp who wrote (52490)	8/16/2002 9:46:25 AM
From: Eric L	Read Replies (1) of 54805

Paul, re: Mobile Wireless Communications << It will all come down to the value of 3G mobile data over alternative wireless data >> In some instances that may be the case. In some instances you, I, and other consumers will use a combination of access alternatives available to us, but there will be some consumers that will never have a laptop, never have a PDA, never have a PC, or if they have any of the above will continue to use dial-up over copper instead of broadband to access internet services, if in fact copper infrastructure is available to them, which for many of them it is not. There will be some even, like Mike, that will never have a mobile phone, but there are of course considerably less of those than any of the preceding and that will continue to be the case. In the interim just as 3G & WLAN offer you and I alternative access methods which are not mutually exclusive since they can and will be integrated in the same device, WLAN gives a 3G carrier an opportunity to expand both overall market size and competitive position for wireless data services since WLAN is simply another source of 3G traffic providing wireless access method to IP. << Why will I have 3G when I have WiFi in my Laptop and my PocketPC? >> Mobility - rather than (limited) portability ... ... Immediacy ... ... Convenience ... ... Coverage. - Eric -

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