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

To: John Stichnoth who wrote (23792)	4/28/2000 12:02:00 PM
From: Gary Ball	Read Replies (4) \| Respond to of 54805

WAP is not TCP/IP. It is appl. software. I would compare PHCM to NSCP or YHOO. PHCM is not Gorilla yet. But it is very close. Why? WAP will get accepted faster than Internet got accepted (could be within a year or two). There is very little chance that others can come out competitive products in this short time frame. By the time PHCM is justified Gorilla, its major investment potential is gone. -Gary

To: John Stichnoth who wrote (23792)	4/28/2000 12:43:00 PM
From: Dinesh	Read Replies (1) \| Respond to of 54805

John WAP goes all the way to the Application Layer. Very unlike TCP/IP which doesn't care if you used MVS or wrote in Lisp. WAE - Wireless Application Environment WSP - Session Protocol WTP - Transport WTLS - Security Layer Service WDP - Transport It defines a programming model (client-gateway-content), a markup language (WML) and a lightweight protocol stack. Nothing has been left to chance, or others. In this respect it is an integrated application framework and suffers from all the sins of a typical closed system. It will need continuous tweaking (2.0, 3.0, ...) just like all other closed systems, until they fall apart. How often does TCPIP get revised ? Plus that geoworks lawsuit. Ah! Question: why can't someone use TCPIP to communicate with a wireless device ? Is this because of lack of support or because there are some technical incompatibilities ? Regards Dinesh