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Technology Stocks : Phone.com [PHCM] -- Ignore unavailable to you. Want to Upgrade?


To: Craig McNeill who wrote (872)2/11/2000 5:45:00 PM
From: John Stichnoth  Respond to of 1080
 
I agree that looking too far out is risky.

Nevertheless . . . <g> I believe that the WAP and phcm's advantage, if there is going to be one, will be the user interface, their installed base with the telcos, and (they hope) the content they develop in MyPhone. I'll have to do more thinking, but my reaction is that they are not affected by the speed of the transmission. PHCM's area is the user interface. 3G is a transmission method. Two different and complementary parts of the whole product.

btw, keep hdr in mind when thinking out 3 years. It's faster than docomo, and QCOM has the inside track with its user base here in the US (Think: Sprint).

This is thought-provoking.

Best,
John