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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: Scott Zion who wrote (3428)	11/19/1999 9:58:00 AM
From: Boplicity	Read Replies (2) \| Respond to of 13582

US Piper Jaffrey: More future good news fro CNXT. CNXT listed in last paragraph: 07:52am EST 19-Nov-99 USBancorp Piper (Ashok Kumar 650-233-2289) INTC CNXT CPQ Everything You Wanted To Know About WAP/XML But Were Afraid To Ask [FirstCall Notes · Rcvd: Nov 19, 08:10 AM EST ] * U.S. Bancorp Piper Jaffray * U.S. Bancorp Piper Jaffray *** Ashok Kumar, CFA, 612-342-6461, akumar02@pjc.com November 19,1999 Paul H. Mansky, 612-342-6474, pmansky@pjc.com Everything You Wanted To Know About WAP/XML But Were Afraid To Ask Highlights WAP personifies the presentation of the wireless content (Wireless Markup Language or WML) and the transport protocols for the wireless links. These differ substantially from the standards on the Internet - HTML, HTTP and TCP/IP. The WAP Forum, comprised of cell phone manufacturers, provide the primary sponsorship for WAP. WAP is construed as a way to deliver new Internet based services to wireless subscribers. The WAP work flow is initiated when a Web server regenerates its content in WAP's Wireless Markup Language (WML). The content is transported to the carrier's gateway via Internet protocols (TCP/IP and HTTP). The final leg of the journey is the carrier using WAP protocols to transmit the content to the WAP enabled phone over the carriers wireless network. Purported Advantages Of WAP Tailored for mobile interface HTML was originally designed for client devices with large displays and full sized keyboards. WAP defines standards for smaller displays and entry pads such as those found in current generation of mobile phones. Modest hardware requirements Internet protocols such as TCP/IP require access devices to have fast processor and large memory. WAP protocols requires fewer client resources than TCP/IP and HTTP. Optimized for wireless bandwidth Wireless networks have lower bandwidth and less complex routing than Internet transport protocols which waste as much as 40% of link capacity on redundant routing/diagnostic information. Disadvantages Of WAP The wireless protocol is specific to phones and it requires Web content to be created in WML rather than the conventional HTML. WAP could be a necessary short-term solution for wireless services. However, long-term Internet protocols can be adapted to wireless phones, bypassing WAP. Web content is growing exponentially The large base of content, tools and developers supporting HTML makes it the best choice for wired/wireless content. Processing costs get cheaper As IC costs decline, HTTP and TCP/IP become cheaper to implement in phones. Wireless bandwidth increasing As carriers upgrade to 2.5/3G, the HTTP and TCP/IP overhead becomes less significant. Spectrum of wireless devices The diversity of offerings from Palm VII to WindowsCE based PCs mandate a standard that encompasses all devices. A phone centric standard such as WAP is not expected to have much success. Conclusion The extensible markup language (XML) is emerging as the lingua franca for exchanging information over the Web. XML is an open standard managed by the World Wide Web Consortium or W3C. It is a text based format and can be considered more a set of language rules than a language. XML streams can be sent over HTTP transport to wireless devices. For wideband (384Kbps) CDMA, digital signal processors (DSPs) would have to churn out 6 billion operations per second, far beyond the hundreds of MIPS offered by the current DSPs. Beneficiaries of this trend would be the key building block suppliers to 3G handsets such as INTC(DSP) and CNXT (#). Also participating in the infrastructure buildout will be backbone suppliers such as CPQ (#), DELL (#), SUNW and INTC (#).