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To: pat mudge who wrote (1771)	1/13/2000 5:15:00 AM
From: Michael P. Michaud	Read Replies (3) \| Respond to of 2702

Don't we sell to these guys??? <<<Thursday January 13, 4:36 am Eastern Time Ericsson sees three mobile firms surviving - paper FRANKFURT, Jan 13 (Reuters) - The world's mobile telephone market faces major consolidation and only three of the 25 to 30 manufacturing companies in the sector will survive in the long term, the president of Sweden's Ericsson was reported on Thursday as saying. Kurt Hellstrom told German business daily Handelsblatt that Nokia , Motorola (NYSE:MOT - news) and Ericsson were among the companies likely to survive. Panasonic may also continue to operate profitably, Hellstrom said. The other, largely unprofitable firms would disappear or be acquired. The paper quoted him as saying that Germany's Siemens AG had no future as a mobile phone manufacturer. Siemens phones were hardly represented abroad.>>>

To: pat mudge who wrote (1771)	1/13/2000 10:58:00 AM
From: Mark Oliver	Read Replies (1) \| Respond to of 2702

It was interesting to see Delphi show WAP based AutoPC's that will be available very soon in Europe. OnStar is also working with General Magic to do a totally voice based interface to PIM functions and specialty data. That range of data may evolve to include more if this deal with AOL turns out to be an extension of the car/internet platform. I was struck by the poor function of IVR in general. If they try to do it all onboard, I doubt it's ready for anything but the most basic interaction. So, maybe GMGC can do something in an Off-board solution??? The company has been a real stinker, but it's up nicely in the last 6 weeks. Visteon (Ford) and Clarion also had high profile AutoPC displays at the CES show, but Visteon looked very expensive $3500. Clarion was more interesting at $1200. All the computers still need more integration into the car. They still don't control the temperature, or link into the car control systems. Eventually, they will be a complete read out on the condition of the car. Regardless, it looks like the car market will add to the cell phone story as they become very large mobile phones. Mark