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

To: FLSTF97 who wrote (23500)	4/25/2000 2:56:00 PM
From: John Stichnoth	Respond to of 54805

Your point on the servers and content is absolutely correct. That is a good deal of the incentive behind PHCM's recent acquisitions. They want to make sure there are valuable uses for the phones in place out there. Of course, PHCM can't do it all themselves. We'll be watching the buildout of WAP-enabled sites as a key indicator. (Something more than horse-racing, I hope). For the first time this past quarter, phones began to be shipped in quantity. That should accelerate in coming quarters as the bulk of new models being introduced are WAP-capable. Best, John