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To: MikeyT who wrote (1596)3/17/2000 10:19:00 AM
From: 10K a day  Respond to of 3070
 
To be quite Frank.
I think it's foolish to talk about
"3 year commitments" on an
arguably commodity product...
I think Jain's 'wireless initiative'
is fragmented and deceptive...
it includes a nickle and dime revenue model
and at the same time deludes one in to thinking
there are HIGHBANDWIDTH cell phones
which are going to drive this whole scenario.
He speaks of the Long term but is defensive in his
speaking of the short term...
he speaks of patents which may or may not be practical,,,
and may or may not meet the needs/learning curves of joesixpack...'
(listening to the conference call thinking)
He is incredibly articulate and charismatic...
but i come away confused other than grasping his overall feeling of excitement....
and 22 Billion dollars is a lot of excitement...
I could sure get pumped up if i had sold 200 million in stock recently...LOL.