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

To: Boplicity who wrote (632)	10/20/1999 9:59:00 AM
From: ynot	Read Replies (2) \| Respond to of 1080

greg, the reason phcm will fall is that other software companies will get into the fray, though they may use their market valuation to buy others, once the gate is open the positioning may be tenuous don't worry about the software, imho the next generation IPO's are the 'tool' plays that are related to 'java', VoXML, etc... this allows implementing wireless customers to do their own modification if necessary, not many will learn hdml portals will come about after the application density occurs there has to be enough volume to add in a billed advertisement piece browsing is out, custom frontend apps with voice integration (headset) is in, imho i have my eye on one company right now that has the technology to actually let the USER create their 'own' application based on current business rules dealing with 'data', 'access' and 'display' a little patternal, but what the heck :) my best suggestion is keep an eye out for NOK MOT and SYMBIAN partners if you see anything and need feedback, send me a note regards, ynot ;)

To: Boplicity who wrote (632)	10/21/1999 7:21:00 PM
From: Jenna	Read Replies (2) \| Respond to of 1080

Greg when PHCM splits I'll be more interested again. Its too pricey to be long and I'll bide my time to go short. I will probably try once again to short but I'm still up 4-1 going long versus going short and I'm not sorry for an instant. Going short on some probability that a company might not do well sometime down the road makes as much sense as not marrying a beautiful and vuluptuous women because of the possibility she'll look like her overweight mom in 20 years. Enjoy the passion now worry about tommorow later on or you'll get old without knowing the wonders of a stock that give such instant gratification as PHCM.