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To: Trader Dave who wrote (61)	6/5/2000 5:07:00 PM
From: Wizard	Respond to of 499

>>so before we get to wireless names, how about discussing the sector? i'm a neophyte here, it feels like the sector gets much more interesting when there's finally an infrastructure that can support multimegabit speeds. it seems like the hodge podge mediocrity of US networks puts us 5 years away from a widespread g3 capability. Nokia quoted some 3rd party research very recently; it said that the total worldwide mobile device user base forecast (made in 1997) was 1 billion by 2005. That same firm, as of the end of 1999, was saying 1 billion by 2002. That is a pretty staggering revision. I am not a wireless guy either but as far as I can tell, the software guys are where a new big company might be built. Selling chips for a few bucks a piece is a game that is going to be won by the deep-pocketed manufacturing experts. That is not much fun. I see 3 players in software; Infospace, Phone.com and Aether. Company managements I speak to always seem to bring up Phone.com as the key partner for wireless. That is usually pretty bullish. I own some PHCM and INSP. AETH acts like a champ, I really don't know diddly about AETH though and its running away from me. Phone.com seems to think the key is getting non-PHCM employee as developers. The company said they had 62k at the end of March up from 4.7k at 3/99. This should be a good leading indicator of services offered. More later...

To: Trader Dave who wrote (61)	7/2/2000 5:04:22 AM
From: coachbobknight	Respond to of 499

svnx...it is 7/24 solutions wireless financial applications...here are a few links... cbs.marketwatch.com About 724 Solutions Inc. 724 Solutions provides an Internet infrastructure solution to financial institutions that enables them to offer personalized and secure online banking, brokerage and e-commerce services across a wide range of Internet-enabled wireless and consumer electronic devices. The company's solution currently enables consumers to access online banking and brokerage services through network service providers using digital mobile phones, personal digital assistants, two-way pagers and personal computers. 724 Solutions' customers include Citigroup, Bank of America, Bank of Montreal, Wells Fargo and Claritybank.com. 724 Solutions' common shares are listed on the Nasdaq National Market (SVNX) and the TSE (SVN) stock exchanges. Headquartered in Toronto, Canada, the company has offices in London, San Francisco, Sydney, and Tokyo. For additional information visit www.724.com . biz.yahoo.com we own a chunk...you will like what you hear over the remainder of the year... we think buzz$batch at janus were heavily reducing their size in svnx during the last 2 weeks to make shareholders think that they got out before the fall from 250... wahoowa