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To: Bill Harmond who wrote (98003)	3/31/2000 2:41:00 AM
From: H James Morris	Respond to of 164684

>Phone.com (PHCM) remains on track to capitalize on the move to wireless Internet. The company makes the software almost every leading mobile phone carrier in the world uses to allow wireless access to the web. And despite its dominant position, the company refuses to rest. It continues to fuse new alliances and make acquisitions that strengthen its position as the leading wireless Internet enabler. A recent pullback has created an excellent buying opportunity and we reiterate our Buy recommendation. Before the price's retreat, news had driven the stock up to more than $200 per share. Partner Vodafone AirTouch (VOD) announced the launch of mobile web service in selected markets, which will use Phone.com's UP.Link Server suite. In addition, StarHub of Singapore announced it would use Phone.com's Gateway and portal software when it rolls out wireless Internet service in April. British Telecom (BTY) also provided positive news that sent shares soaring: it named Phone.com as a partner in a new business offering a global mobile Internet service based on its current data service, Genie. This announcement and the recent opening of a Paris office are helping establish Phone.com's presence in Europe. Onebox.com, which will soon be acquired by Phone.com, announced the launch of its Onebox 2.0 software. The company's 2.5 million subscribers can now access their e-mail, voicemail, and fax messages from any wireless phone. In addition, they can reply to e-mail with voice messages. Phone.com's fundamentals remain strong. Its subscriber growth remains robust and is expected to surpass 1 million this quarter. Phone's browser is licensed by 25 phone manufacturers, which represent 95 percent of the handset market. Fifty-two wireless carriers, representing 40 percent of subscribers, license its server software. These numbers put it in the dominant position as wireless Internet begins to take off. While the company faces competition from Critical Path (CPTH) on the messaging front, the Onebox acquisition should strengthen Phone's position in this arena. Symbian poses a more serious long-term threat, but it still has a lot of catching up to do. Symbian's edge lies in wireless HTML technology whose widespread acceptance has yet to materialize. Most carriers are currently using WAP protocol, on which Phone.com software is based. This protocol has less graphic content but uses less bandwidth than HTML.