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Strategies & Market Trends : Wireless technology: Investors' perspective -- Ignore unavailable to you. Want to Upgrade?

To: Ahda who wrote (62)	1/6/2000 12:11:00 PM
From: 5handicap	Read Replies (1) \| Respond to of 101

Darleen, Allow me to butt in. I also think wireless internet is the future of the whole internet tech sector. The problems with clean delivery you mention are just an indication that the present infrastructure is still a newborn baby. Lot's of build-out to come, which means business for these companies for many years. RF

To: Ahda who wrote (62)	1/6/2000 2:00:00 PM
From: PJ Strifas	Read Replies (2) \| Respond to of 101

You have to remember that laying "wires and lines" in some places is just not prudent. I don't mean that the cost alone is prohibitive just that it's not a wise move. I have a buddy who works for a large international company that provides data network access - their largest problem with connectivity to remote sites is PEOPLE STEALING THE PHONE LINES! Take a careful look when you drive home tonight at all that wiring - all that copper equals $$. In some 3rd countries, any $$ is worth fighting for. Forget the $$ attached to the materials, people don't have access to Home Depot for things - taking down the wiring and poles they are suspended on is a viable way to get their hands on raw materials. Wireless technology is the wave of the future - I always remember not to judge these types of predictions on what I'm doing today but rather on what I "might" be doing tomorrow. There are many factors to weigh and the current barriers to making wireless a de facto access pipeline will not carry forward much longer. Once Wireless Access Protocol (WAP) gets standardized then we can begin to see services move forward. We also can not trap ourselves into thinking that the PC will be our primary machine for accessing internet content. Right now it may be and for the near future, yes but 3-5 years down the road? I can't say for sure. With the success of the Palm devices and now forthcoming clones (Visor, TRG, IBM etc) the paradigm is starting to shift. IMHO - there will be uses for each (the PC and the Palm) there won't be a choose one or the other type of marketplace. As for dropping cell calls, check your carrier - I rarely get dropped from my cell calls - much less so than watching my browser trying to download a webpage from an overloaded server and getting timed out :) The cure for this problem is not so much the access pipeline than the good use of caching servers :) Sorry for the long winded response - just wanted to toss my observations into the ring :) Regards, Peter J Strifas