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Technology Stocks : VALENCE TECHNOLOGY (VLNC) -- Ignore unavailable to you. Want to Upgrade?


To: Chisy who wrote (20695)7/28/2000 8:52:30 PM
From: Rich Wolf  Read Replies (1) | Respond to of 27311
 
OT: Speaking of shorts, they've been busy across the whole market lately. Check out my posts on the MCOM thread, esp. if you want to see who I think the player is who will be the ONLY source of mobile wireless broadband access. I see no competition for what they offer for perhaps 3-5 years or longer. Various HDR and 3G systems are for limited bursts of data, not actual web-surfing at 128k to 200k and higher (whether from a tablet device aka 'webpad,' or a laptop). The solution requires microcells, to get greater frequency reuse (more bandwidth x time available per POP). If you consider how the size and weight of large-screen devices (i.e., larger than a palm or WAP phone display screen) will greatly reduce as battery technology improves <ggg> and processors become more efficient (e.g., Transmeta), and as newer handwriting- or voice-recognition software eliminates the need for a keyboard... well, you see where I'm going: something the size of a book, that can access the internet. It could also support a parallel voice channel (or VoIP), and use a (Bluetooth and wireless!) hands-free headset, thus totally eliminating the need for a separate cellphone. But I digress.

Metricom's Ricochet system is here and now, minimum 128k untethered. They just 'lit up' San Diego this week, Atlanta on Monday, and 21 total cities by Christmas, 40 some-odd by next summer. Biggest shareholders are WCOM and Paul Allen. Current resellers are Juno, UUNet (owned by WCOM), and others signing on. Initial fees for the rollout are ranging $75-80/month, flat rate (i.e., no per-minute charges as a cellular based system would require). They're developing a chipset with National Semiconductor to eliminate the need for a separate modem or PC card. Michael Dell was reportedly developing a laptop with an antenna built in, for broadband wireless applications, and Metricom was mentioned in the same article.

Do your own DD, but the time could be right for this one. Especially if the shorts provide more gifts of shareprices in the $30s.

Enjoy!~



To: Chisy who wrote (20695)7/29/2000 12:06:38 AM
From: Yankee Trader  Read Replies (2) | Respond to of 27311
 
OT: Chisy,I am a share holder of LUMM and am wondering what you mean when you referred to Castle Creek as the Bad News Bears. I would appreciate anything you can share with me about them.

Thanks in advance,

YT