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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: Kimberly Lee who wrote (19541)	10/21/1999 11:28:00 AM
From: Kimberly Lee	Read Replies (2) \| Respond to of 108040

Notable IPO of the day: Aether Systems Inc. (NASDAQ:AETH) Aether Systems provides wireless data services and systems enabling the public to use wireless handheld devices for real-time data communications and transactions. Aether has made its software development platform compatible with many of the leading wireless technologies and applications including the Palm operating system for PalmPilots, Microsoft's Windows CE, the new Wireless Application Protocol (WAP) -- a series of specifications that allow mobile phones to display Internet information -- as well as the traditional operating systems and technologies that run in corporate environments such as Windows NT, Unix and Linux. Shares: 6,000,000 Amount: $96,000,000 Price : $16 Underwriters: Merrill, Robbie Stephens, DLJP, Piper - Very strong team. Main competitors: PHCM(Phone.com), LBRT, extremely strong sector Alliances: Aether has partnered with 3Com in an initiative dubbed OpenSky. Opensky, of which Aether owns 26%, was created to pursue opportunities in the emerging consumer and business mass markets for wireless Internet access, e-mail and Internet and other electronic transaction applications. The premise behind open sky is to develop a set of services that is not dependant on any single device or networking technology in order to facilitate quick adoption. AETH has also established partnerships with leading telecommunications and financial services companies for product development and system delivery, including Bell Atlantic (NYSY:BEL), Ericsson (Nasdaq:ERICY), AT&T (NYSE:T), BellSouth (NYSE:BLS), and Reuters Group PLC (Nasdaq:RTRSA), TGNT, NOC Market potential: Exploding market opportunity for wireless handheld devices: The Yankee Group, a technology and communications market research firm, estimates that in the U.S. there were approximately 68.7 million subscribers to wireless voice services at the end of 1998 and that there will be 152.8 million by the end of 2003. Also, Dataquest estimates that the U.S. wireless data market will grow from 3 million subscribers in 1999 to 36 million subscribers in 2003. It's little wonder that PHCM and LBRT has soared exponentially since going public.