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

To: quartersawyer who wrote (27558)	7/9/2000 8:05:45 PM
From: foundation	Read Replies (2) \| Respond to of 54805

From "Notes from the Bloomberg interview with Dr. Jacobs" on the "Gorilla" thread: Message 14015401 Dr. Irwin Jacobs from 7/7/00 Bloomberg Interview "Finally looking forward, from my own perspective, data and most voice traffic will go out over the Internet and those are common network protocols and so the differences will become easier to deal with and roaming world-wide will become more generally available because multi-band, multi-mode, multi-network issues are being dealt with." ---------- To me this means that the protocols that differentiate GSM or wCDMA will lose significance as everything goes digital and is dumped into the "big internet pipe". It all becomes one "pipe". The fastest (bandwidth) and most efficient (spectrum) will win. Brands lose significance. regards, blg