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To: Canuck Dave who wrote (3623)10/21/1999 5:59:00 PM
From: $Mogul  Respond to of 5529
 
Probably PHCM



To: Canuck Dave who wrote (3623)10/21/1999 6:02:00 PM
From: edkaiser  Respond to of 5529
 
Dave - Re: wireless stocks.

How about some content-related plays.

LEAF is an XML company that is almost a 10-bagger already this year, but hasn't really captured a lot of people's imagination yet. HTML content will not work as well in wireless browsers as XML will. See biz.yahoo.com for a recent announcement about their new X-WAP product.

LEAF also is doing some things with NETP. I don't know if this transfers easily to X-WAP, but if it does, NETP gets a jump on other web-personalization companies in taking very sophisticated things to wireless. NETP, of course has plenty of possibilities outside of wireless.

Also, MQST will probably be everywhere on these wireless browsers - a true killer app. One of many reasons I like MQST.



To: Canuck Dave who wrote (3623)10/21/1999 6:57:00 PM
From: mact  Read Replies (1) | Respond to of 5529
 
uumm...ntro?...lol...hoping anyway, since ive been loaded since the open.

mact