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

To: garyb who wrote (26172)	11/10/1999 8:15:00 PM
From: Sam Nizam	Respond to of 108040

Last match was 5 3/16

To: garyb who wrote (26172)	11/10/1999 8:15:00 PM
From: puborectalis	Read Replies (1) \| Respond to of 108040

Lots of recommendations coming as QP ends...AETH....Underwriters MERRILL LYNCH PIERCE FENNER & SMITH INC BANCBOSTON ROBERTSON STEPHENS DONALDSON LUFKIN & JENRETTE INC US BANCORP PIPER JAFFRAY INC E*OFFERING INC BANC OF AMERICA SECURITIES LLC MORGAN STANLEY DEAN WITTER & CO FIRST UNION CAPITAL MARKETS CORP (WHEAT FIRST SECURITIES INC) PAINEWEBBER INC Competition The market for our services is becoming increasingly competitive. We believe we offer the broadest range of services to businesses necessary to enable the development, offering and ongoing support of wireless data communication systems for their employees or customers. The widespread adoption of industry standards may make it easier for new market entrants to offer some or all of the services we offer and may make it easier for existing competitors to introduce some or all of the services they do not now provide, or improve the quality of their services. We expect that we will compete primarily on the basis of the functionality, breadth, quality and price of our services. Our current and potential competitors include: - Wireless financial services providers, including W-Trade and EmailPager, Inc.; - Wireless data services providers, such as Wireless Knowledge, a joint venture of Microsoft and Qualcomm Incorporated, Research In Motion, Go America and Saraide.com; - Wireless communications software companies, including Phone.com, Nettech Systems Inc., Dynamic Mobile Data and 724 Solutions Inc.; - Wireless systems integrators, such as IBM, ApiON Ltd., and GTE Corporation; and - Wireless network carriers, such as AT&T Wireless Services, Bell Atlantic Mobile, Sprint PCS, Nextel Communications, Inc. and Metricom, Inc. Many of our existing and potential competitors have substantially greater financial, technical, marketing and distribution resources than we do. Additionally, many of these companies have greater name recognition and more established relationships with our target customers. Furthermore, these competitors may be able to adopt more aggressive pricing policies and offer customers more attractive terms than we can. Notwithstanding the increasing competitiveness of our market, we believe that our potential competitors face substantial barriers to market entry. Development of wireless data systems comparable to those we have already developed is time consuming and costly. Moreover, the engineering talent necessary to develop such systems is scarce.