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To: Mike Buckley who wrote (19982)	3/13/2000 2:20:00 AM
From: kumar	Respond to of 54805

wireless (WAP) : heres what Geoff Moore said on the GG listserv. IBM's announcements seem to validate that the folks providing "WAP apps" will benefit. not the folks standardizing WAP as a protocol. cheers, kumar "Gang, WAP is not my forte, primarily because I think that the cell phone market standards will get established in Europe and Japan, not here, but I can say from a recent trip to Finland that much of Europe and virtually all of Japan sees the cell phone, not the PC, as the primary interface to the Internet. They obviously have differnet applications in mind than we do, and my guess is that the exciting market ideas will spin up there, not here. I also assume that they, not us, will define the definitive WAP standards. I do think that WAP will tornado. My guess, however, is that WAP as WAP will be something like IP standards -- very open, and probably not open to gorilla or godzilla domination. But WAP apps, on the other hand, could very well create godzillas. Geoff Geoffrey Moore Chairman, The Chasm Group "

To: Mike Buckley who wrote (19982)	3/13/2000 10:08:00 AM
From: Mannie	Respond to of 54805

<"In the next few years two-thirds of all Internet transactions are expected to be generated by new wireless handsets and other mobile devices.> Mike, I chatted with a buddy of mine who is in the wireless access area at Amazon, and he shared an unreleased tidbit with me. The day that Amazon made wireless access available in Britain, the number of hits from wireless devices has surpassed the number from PC's. Amazing. Also he said Amazon sees virtually ALL access from wireless devices in a little over 5 years.