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To: Ruffian who wrote (57345)	12/29/1999 8:29:00 AM
From: quartersawyer	Respond to of 152472

Cena on CNBC-- crowded out by the inanities of Haynes and the brain, had to stick to absolute basics. Mentioned data as the driver, Haynes said something about "that little screen". Cena did mention that all voice will be wireless, that infra is the play, recommended Q, MOT, ERICY.

To: Ruffian who wrote (57345)	12/29/1999 8:39:00 AM
From: limtex	Respond to of 152472

Ruffian - I saw Alex Cena. B&K still don't get the "Move to Mobile" (MtM) in MM. I am very surprised that they just don't seem to catch on to it. They were all over ERICY and AC said yes to buy it becasue it is the #1 in infrastructure and also LU for the same sort of reason. They were trying to get to grips with ERICY and handsets and questioning small screens and are theese reallly usable devices and:- "isn't this a bit like those satellite phone things that are great ideas but no-one wants them in practice" I really believe that B&K just don't see the world in MM as we here and at the Q see it. They will in time..... Still in all this Cena did mention the Q and IMHO it was in a way that accorded the Q the same respect and status as LU, MOT and ERICY. Best regards, L