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

To: Tom Chwojko-Frank who wrote (29010)	7/27/2000 11:46:52 AM
From: Thomas Mercer-Hursh	Read Replies (2) \| Respond to of 54805

Data on a phone is quite an unfamiliar technology to most people. Correct ... but ... what is it that they are likely to use that data for? Web surfing? That's familiar. Music? That's familiar, although the delivery mechanism is a bit different. Directions, maps, shopping, stock info ... all extensions of the web browsing and something they are already doing from fixed units. This is what I mean by a chasm with a bridge. There is a chasm to cross since we don't yet have an established market for high data rate applications in phones, but there are existing applications for which there is an established market and an existing interest in enhanced mobility for those applications in the form of wireless laptops and palmtops, so the extension to the phone does not seem like it will require a major marketing campaign to get across.