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


To: Ellen who wrote (367)8/28/1999 2:23:00 PM
From: ynot  Read Replies (3) | Respond to of 1080
 
'competition'...MSFT is building the 'better' mousetrap here, imho
based on the following premise

the wireless platform can be given away FREE as MSFT will control the aggregation and distribution of information

3COM fired the first salvo with their wireless PALM and their call for information distributors to 'write' to their PALM server that would then pass the information to the wireless PALMS...like a 'mapper/translator' in the ecommerce market

YHOO bought a company late last year (i think) that allows 'reformatting' of html pages to handheld formats (close to 3COMM announcement)

PHCM should be desperately seeking a partnership with a provider right about know or being bought out
on the buy out, there is no real problem duplicating their 'technology', so a buyer would be buying 'agreements' imho, expensive
on the distribtuion partnership, anybody but INSP would do

INSP would add so much weight to the gravity effect on the stock price it would leave quite a crater, again, imho and just for fun :)

regards
ynot ':)



To: Ellen who wrote (367)8/30/1999 10:06:00 AM
From: John Plasky  Read Replies (1) | Respond to of 1080
 
hdml is not the whole standard.
WAP is a protocol that allows hdml to be sent over the air. It is a protocol stack much like TCP/IP with the same type of layered architecture.

So WAP is to wireless as TCP/IP is to the internet.
WAP allows diverse physical air interfaces to behave in a similar way.

Java is just a language. It is not a protocol. I think WAP will be the de facto standard.

The interesting thing is to see how the 3rd generation standards fit in with WAP.

GPRS and EDGE are promising megabits/sec bandwidth wireless access. But there is only so much spectrum out there, so pico cells will need to be used. This will take a while to build out.

Remember. Java has not supplanted HTML/HTTP, TCP/IP, it has only enhanced it.