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To: Mr. Big who wrote (107249)	11/3/1999 10:35:00 AM
From: QuietWon	Respond to of 119973

NMRX = data mkt; less expensive than Bell South or Ardis, since they have: (1) had to build out their networks -- NMRX uses existing cell netwk (2) Bell & Ardis designed for LONG msg system vs short msg system

To: Mr. Big who wrote (107249)	11/3/1999 10:37:00 AM
From: QuietWon	Respond to of 119973

NMRX's wireless footprint =95% of US cell mkt (greater than any single wireless carrier) & 100% of Cdn cell mkt (Bell Mobility)

To: Mr. Big who wrote (107249)	11/3/1999 10:45:00 AM
From: QuietWon	Respond to of 119973

NMRX's main competitor (BellSoWrls & Ardis fail on price) is Aeris, but : 1. Aeris' system requires capture of the voice channel as well as data -- uses up more of the bndwdth/spectrum, therefore fewer users on the system or less data can be xfr'd 2. Aeris' coverage (cvg) less b/c uses more power b/c must use some power for voice 3. Aeris' cvg lesser again b/c has fewer contracts with cell companies ie. smaller footprint to begin with, so if major national customer comes along, they Aeris' can't handle it NMRX's Cellemtry is the reverse ie. positive of all the above

To: Mr. Big who wrote (107249)	11/3/1999 10:48:00 AM
From: QuietWon	Read Replies (1) \| Respond to of 119973

RDCM picked some up at 4 5/8, 3/4 - watched for months, no movement, finally started to move -- H323 testing, analysis -- H323 becoming new std - witness FVCX, NMRX use of H323 (isdn is passe)

To: Mr. Big who wrote (107249)	11/3/1999 10:50:00 AM
From: QuietWon	Respond to of 119973

even with the Israeli tech conf, RDCM didn't budge -- ppl waking up to it now,imo