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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: JohnG who wrote (8220)	10/13/1999 10:26:00 AM
From: DownSouth	Read Replies (1) \| Respond to of 54805

Let me propose this analogy and wait for the arrows: CDMA is equivalent to TCP/IP WAP is equivalent to HTML

To: JohnG who wrote (8220)	10/13/1999 10:32:00 AM
From: DownSouth	Read Replies (1) \| Respond to of 54805

Thanks, John. Based on a quick read it sounds like PHCM is selling server and client software and implementation services. Sure sounds like the Netscape business model. WAP is the protocol for implementing applications on these software platforms. I would like to be convinced that I am wrong, but they are setting themselves up to create a huge demand for their products, but not protecting themselves from, let us say, MSFT developing server, client platforms and applications that will replace them with minimal switching costs, just as MSFT did to Netscape. Someone tell me what I am missing.