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Technology Stocks : Phone.com [PHCM] -- Ignore unavailable to you. Want to Upgrade?

To: Ellen who wrote (172)	7/26/1999 12:10:00 AM
From: Mark Oliver	Read Replies (1) \| Respond to of 1080

Making earnings and revenue projections is also not my forte. I will quote 2 things I heard from the conference call. One, they project 10 to 15% quarter over quarter growth for the next year. Also, are seeing great interest in their provisioning software, which will not generate revenues for a year. Two, they see a current market of end users in the low 6 figures. With the potential in the millions, as they currently have agreements with operators extending to 1/3 of the wireless population, this is clearly a business with potential to explode. If true, all phones shipped in the next year will be WAP compliant. Operators will have 2 choices of offering service. Make is free and available to everyone with no sign on, or divide services into buckets of voice and data, which would make the end user look for ISP qualities in their operator and choose usage plans. The first style of operator will go for free usage because they have exhausted their ability to gain new customers, i.e. Finland with 60% coverage, and they will need any service that increases airtime. This is opposed to countries that are still early adopters, which will be more interested in selling high profit services. Anyway you look at it, the market looks very good and it would seem reasonable that internet mobile phone users will increase much faster than the current doubling of volume every 100 days land based internet is experiencing. It's a great sector to invest in. Growth will be hard to predict. Strength of position will be more important. The patents you speak of will be very valuable if they can make them work. I'm hoping they do! Regards, Mark