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

To: Eric L who wrote (25777)6/3/2000 8:46:00 PM
From: gdichaz  Read Replies (1) | Respond to of 54805
 
Eric L: Curious what you think of Phone.com? Since I have found Dr J to be right in his judgement and careful in his statements, I remain puzzled by his coolness to WAP.

Is WAP a temporary flash in the pan or does it have staying power?

I own some Phone.com as part of a "basket", but am uneasy about it, while I have much more confidence in Psion in that same basket. (As you can see, basket is broadly defined for me)

In fact the basket I like best is Qualcomm.

What thinkest thou?

Best.

Cha2



To: Eric L who wrote (25777)6/3/2000 9:28:00 PM
From: John Stichnoth  Read Replies (1) | Respond to of 54805
 
Thanks, Eric. That's a good site, and not just for the article on WAP, etc.

I'd not heard of CMG, which appears to be a purer-play alternative than Nokia or Motorola (which wraps some of its own software around a PHCM offering, I believe). I will look at CMG some more.

Best,
John


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