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To: Meathead who wrote (134904)	6/28/1999 11:53:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 176387

re: hand-helds I still have concerns about this market due to it's size in terms of revenue. From Dataquest Inc: Last year, worldwide hand-held shipments surged 61 percent to 3.9 million units, according to San Jose, California-based researcher Dataquest Inc. The U.S. mobile phone market is expected to increase to more than 36 million in 2003 from 3 million users this year, Dataquest said. Lets see here a little math 36/3 = 1200% growth that just the USA mind you.. With ISP adopting the Cell phone model, you have PCisp, or the cell industry converges with the ISP model you have HHIsp (hand-held) we need a new acronym for hand-held so I get dibs on HH.. <gg> If one is thinking the way I'm thinking you can see that Dataquest and most others are not including cell phones in the hand-held figures, They should be because cell phones and HH are going to converge. You have to stop thinking like a hardware engineer, you have to think in terms of the devices (cell phones/hand-helds) as means for the user to get access, even the access is just a means to get to where the real money is. DELL see this, cell industry has been in this mode for sometime now.. It's nice little market now, that is going to become dominate when G3 wireless broadband becomes a reality. When I look at a stock like Sprint PCS (PCS) I see not only a cellphone company I see a wireless broadband ISP... Greg