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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jeff O'Brien who wrote (105768)	7/5/2000 11:17:50 PM
From: puborectalis	Read Replies (1) \| Respond to of 120523

Fireworks on the Wireless Web David Wilbur Jul 5 2000 As we’ve told you in previous reports, wireless phone technology is on its way from the current second generation (2G) to the third generation (3G). With the improvement of any technology, there are bound to be a few fireworks along the way, but keep your focus on the finish line. We continue to espouse investment in Nokia [NOK], Ericsson [ERICY], Texas Instruments [TXN], Conexant [CNXT], and PMC-Sierra [PMCS], which will be able to leverage their current expertise and leadership to dominate the marketplace. According to Cahners In-Stat, more than 1bn wireless handsets will be sold worldwide in 2003, because of lower pricing, greater geographic coverage, elimination of roaming fees, and lower-priced payment plans. Soon all digital phones will be connected to the web and will provide mobile eCommerce, instant messaging, GPS location capability, and voice recognition. This will transform the wireless phone from the next new thing to a must-have information appliance. Just like corporate America transitioned to computers on almost every worker’s desk to increase productivity, tomorrow’s workforce will be connected to its offices with wireless devices to continue the drive. This year, more than 13m workers will use wireless phones and other devices to tether themselves to their office. By 2004, 90 percent of employees will be connected to their corporate network by the Internet. In recent months there have been reports on component shortages and the high cost of a 3G license, and debates over the best 3G technology to deploy (cdma2000 or WCDMA). Don’t sweat the details, though, because the demand for the technology will drive solutions by the leading companies.