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

To: Clarksterh who wrote (5477)	1/20/2000 10:01:00 PM
From: Cooters	Respond to of 13582

Clark, RE: VOD announcement I also saw this as a portal standardization and not an air interface standardization. I perceived the winner was INFOSPACE.COM, and invested accordingly that morning. As a long critic of multi-billion dollar web site stocks, this was quite a hurdle for me. I now see the portal interface as the near-term focus in the global wireless arena. I didn't take the announcement as negative for Q. In fact, anything to drive a move for higher data rates can only be positive. JMHO, of course, Cooters

To: Clarksterh who wrote (5477)	1/20/2000 11:38:00 PM
From: quidditch	Read Replies (1) \| Respond to of 13582

Clark, I agree that Keith's conclusion might be jumping the gun (as I implied in the initial response to Ruff's post on VOD/ATI Wireless Internet PR by hoping for a common technology on RFO. But I think that you might be jumping the gun almost equally in the other direction: Your snip: <rolls out customized national wireless portals in Europe, the United States and Australia.>> (emphasis mine) i.e. different connection technologies in different countries. I don't see the equation between "customized wireless portals" and "different connection technologies". I think the customization of the portals refers to cultural content, graphics and textual content tailored to national sensibilities and cultural icons rather than whether those icons are transmitted over GSM or CDMA. This observation might be significant in the vein Keith puts it but for one significant consideration: the incumbent wireless infrastructure that currently separates VOD from ATI (i.e., GSM v. IS95...CDMA2000). The cost of overcoming, in July (VOD rollout of wireless i-net) and September (ATI rollout of wireles i-net) the differences in incumbent systems, not to mention the impracticality of doing so by late summer 2000, dictate a conclusion that the wireless internets of the next 12-18 months will probably be done on the existing systems. That is not to say this is a permanent feature, and it makes sense for VOD to select a system-wide architecture--i.e., encompassing VOD's and ATI's wireless i-net, for upgrade to faster, more spectrally efficient systems in a convergent manner. Makes sense from a corporate, technological and program distribution standpoint. Steve