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


To: Gary Ball who wrote (23797)4/28/2000 1:02:00 PM
From: alankeister  Respond to of 54805
 
>> WAP is not TCP/IP. It is appl. software

That's not entirely accurate. WAP is a protocol similar to HTTP but designed for low bandwidth applications. HTTP is the protocol used between web browsers and web servers. WAP and HTTP can be implemented on top of TCP/IP or other lower layer protocols.

- Alan



To: Gary Ball who wrote (23797)4/28/2000 1:15:00 PM
From: John Stichnoth  Respond to of 54805
 
To further the comments. This from the WAP Forum site FAQ's:

------------
Will WAP comply with Third Generation
wireless standards?

Yes, WAP has been designed to be as independent
as possible from the underlying network technology.

Is WAP necessary with higher bandwidth
3G networks?

Even as bandwidths increase, the cost of that
bandwidth does not fall to zero. These costs result
from higher power usage in the terminals, higher
costs in the radio sections, greater use of RF
spectrum and increased network loading. In addition
the original constraints WAP was designed for --
intermittent coverage, small screens, low power
consumption, wide scalability over bearers and
devices and one-handed operation -- are still valid in
3G networks. Finally, we can expect the bandwidth
required by applications users want to use to steadily
increase. This means there is still a need to optimise
use of device and network resources for the wireless
environments. We can expect WAP to evolve
optimised support for multimedia applications and
continue to be relevant. If WAP is very successful in
mass-markets on 2.5G networks, 3G networks may
be needed purely for capacity relief with the same
applications.
--------------

Best,
John



To: Gary Ball who wrote (23797)4/28/2000 3:41:00 PM
From: chaz  Read Replies (1) | Respond to of 54805
 
So, Gary, what is the implication for PHCM if Dr. J says the need of it will go away? (Gary Kepler's post earlier today, a reference from the Qualcom S&P thread, quoting Dr. J.)

Chaz?Thucydidies



To: Gary Ball who wrote (23797)4/28/2000 10:59:00 PM
From: JRH  Respond to of 54805
 
By the time PHCM is justified Gorilla, its major investment potential is gone

But the manual says there is never a bad time to invest in a gorilla <gg> . Using your logic, I wouldn't have invested in CSCO back in '96 because it's growth was slowing and its investment potential wasn't what it used to be. But it's had an excellent return since then!

JMO,
Justin