Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mark Oliver who wrote (320)	8/23/1999 10:50:00 PM
From: Ellen	Respond to of 1080

Thanks for that article, Mark. Looks pretty interesting! totaltele.com Infowave Software Joins Wap Forum RDSL 18 August 1999 Infowave Software (Vancouver, BC), developer of software which connects PDA and handheld users to corporate networks, has become the latest member of the WAP Forum. The move is part of the company's efforts to take advantage of the potential offered by the roll-out of wireless application protocol services. The company has developed a new software product, codenamed Kodiak, which enables cellular phones and pagers to access enterprise data via the short messaging service. Most major wireless carriers plan to launch WAP services towards end-1999 or during 2000, with the US WAP-enabled phone market forecast to reach 30 mil-50 mil units by 2003.

To: Mark Oliver who wrote (320)	8/24/1999 9:54:00 AM
From: John Plasky	Read Replies (1) \| Respond to of 1080

I am a software engineer working in the wireless area. I have developed software for a IS-136 phone (DAMPS). I have looked at the WAP spec and think it is very flexible. They have used a layered approach and support a broad range of air interfaces including pagers (IS-136, GSM, CDMA, iDen, FLEX). This competitor seems to work using SMS only. Phone.com was also very smart by leveraging the WWW specs and existing infrastructure. My biggest concern is the fact that there will be smaller and smaller chips and that this tech might eventually be replaced by a PDA type device. Soon GPRS and EDGE will allow 365Kbit/s to Mbit/s, this will allow multimedia to be sent to phones. I think the deciding factor will be cost vs. function. Most people may not want to spend $400 or so on a PDA and rather use a free mobile phone. However, the infrastructure that phone.com is building will be used no matter what the device so I think this is probably a winner. I hope it takes a little dip because I think I will take a small position. Good luck