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To: Bruce Brown who wrote (24644)	5/13/2000 4:28:00 AM
From: saukriver	Respond to of 54805

QCOM--response to FUD The CTO of AT&T wrote an article on the glories of TDMA in response to George Gilder's piece a week ago on Monday. It is dissected (actually disemboweled) by w molloy on the New QCOM thread: Message 13705128 saukriver

To: Bruce Brown who wrote (24644)	5/13/2000 4:45:00 AM
From: tekboy	Read Replies (4) \| Respond to of 54805

<<customer service in Europe has been about as foreign to business over here as Cricket as a spectator sport is in the US>> tekgirl and I were just talking about that the other day, in the context of the ridiculously limited shopping hours in a country like Germany. (She does European politics, not business, but she's the smart one in the family, so asking her things is usually a good idea.) I was making the kind of point BB was--that with globalization, blah blah blah, the only way for individual companies and countries to avoid falling behind would be for them to become more consumer-oriented, so Europe's anti-consumer/customer mentality was a relic on its way out. She said that she agreed with the basic argument, but that it might take longer than I thought. She had been waiting for such changes for years, she said, but the progress along those lines, while real, had been slower than she had expected. Her take on these things was sort of like Eric L.'s re GSM: look, it will eventually fade away, but not nearly as quickly as many here expect. tekboy/Ares@schlafen.org

To: Bruce Brown who wrote (24644)	5/13/2000 9:28:00 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Bruce, You'll remember that six months to a year ago I was unwilling to play a gorilla game in the supply-chain sector because I felt it had the greatest chance of all sectors of being subsumed by the ERP players. As time as marched on, I feel less and less that way. Certainly the ERP players will pick up a certain part of the business, but to say that the sector will become part of a different category of software apps seems unlikely to me now. Your thoughts? --Mike Buckley