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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: garyx who wrote (17001)2/2/2000 11:31:00 AM
From: Eric L  Respond to of 54805
 
GaryX,

<< "all new digital cellular telephones will include WAP capability by 2003 ... This seems like quite an opportunity. Any suggestions? GWRX >>

Remenber my Caveat: "I am particularly leery of the 100% WAP enabled statement and related forecasts." But ... if so the plays would be Nokia, Geoworks, and phone.com, perhaps in that order. JMO. I might add that Qualcomm was an early investor in phone.com (when they were private and called Unwired Planet).

- Eric -



To: garyx who wrote (17001)2/2/2000 11:37:00 AM
From: shamsaee  Read Replies (1) | Respond to of 54805
 
GWRX has just announced that they will start charging royalties.This has upset a lot of the wap group developers.I would think they must have a very strong position to go against the trend.Don't know enough about the company.

Sincerely,

Shahram