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

To: John Stichnoth who wrote (23474)	4/25/2000 12:15:00 PM
From: kumar	Read Replies (1) \| Respond to of 54805

re PHCM & WAP - comment from GM : John & Susan, first THANKS for the Hunt report (its getting printed as I type this). Heres some comments on WAP from Geoff Moore, back in March. "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 (650) 312-1946 Venture Partner, Mohr Davidow Ventures (650) 854-7236 "

To: John Stichnoth who wrote (23474)	4/25/2000 12:50:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

John, many thanks to you and Susan for your most timely phcm Project Hunt report. The hallmark of G&K is our emphasis on the long term prospects of great and soon to be great companies, which has helped us avoid unproductive attempts to decipher the unpredictable and illogical swings of the so-called efficient market. Your clinical dissection of phcm couldn't have come at a better time. Best regards, uf

To: John Stichnoth who wrote (23474)	4/25/2000 1:08:00 PM
From: freeus	Respond to of 54805

Thank you so very much for this intensive study on PHCM: I heard about that company from a Washington DC broker Rob Black, who is on Market Watch every morning. I respect his ideas: he is quite bullish on PHCM. Freeus

To: John Stichnoth who wrote (23474)	4/25/2000 2:17:00 PM
From: Eric L	Respond to of 54805

John, My hat is off to you and Susan for an absolutely terrific presentation of PHCM. I have watched PHCM since there Unwired Planet days and have struggled to understand their business model which you present very well. I've done a single, careful read and will revisit it several times. Nice Job. Thank You. - Eric -

To: John Stichnoth who wrote (23474)	4/25/2000 2:21:00 PM
From: FLSTF97	Read Replies (1) \| Respond to of 54805

Phone.com First let me thank you and Susan for the nice Hunt work. I just want to propose that it may make the most sense to watch the server side of the business. About 2 months ago I was in Europe and an acquaintance was showing me his WAP phone (Nokia something or another). While he was thrilled with it, he was disappointed that so few sites were WAP enable. The example he showed me was a train schedule and a couple of other things. He lamented not being able to get news and his personal investment info. This was 2 months ago which is an eternity so maybe there is more build out, but what good are the phones without something to retrieve. Its probably a chicken/egg thing. The server side doesn't want to invest until the demand exists, so the phone companies appear to be doing their part seeding the market (in Europe and Japan at the least from your report.) By the way it is really hard to read much on those very small screens.I think the European kids are probably used to it though. You see them furiously punching buttons on their phones to send messages to each other (SMS short message service or somthing like that.) You'd think they were playing a fast action video game. FATBOY