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

To: StockHawk who wrote (26157)	6/11/2000 10:38:00 PM
From: Rick	Respond to of 54805

Placing Bets on a Web Without Wires By KATE BERRY nytimes.com "....it is no surprise that some people on Wall Street have become enamored with a convergence of telephone and computer technology. "The Internet is huge, wireless is huge, therefore the wireless Internet should be huge," said Rob Gensler, portfolio manager of the T. Rowe Price Media and Telecom fund. Indeed, the Gartner Group, a market research firm, expects 40 percent of mobile phone users to switch to so-called smart phones or other portable devices that connect to the Web by 2004. ...Wireless carriers obviously see Internet access as a way to pump up margins, because users are likely to stay online longer. A crucial issue for these companies is their ability to control their customers by pre-installing browsers that provide access to services from banking to e-mail. That will let them charge banks and other companies for premier positioning. Conservatively, analysts say at least 10 to 15 percent of service provider traffic will be data-related by 2005." - Fred