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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?


To: oaktownaj who wrote (42154)11/27/2000 10:19:06 AM
From: Rande Is  Read Replies (3) | Respond to of 57584
 
Thanks, AJ. Mining info is good. The trouble with this format is that if we do not keep pulling important info to the front, it gets lost in the post numbers.

I think the safest way to play long term in the wireless sector. .. is with the handset makers. . . .Nokia, Motorola and Ericcson. . . .all of which are at extremely great prices here. These companies outfit their units with whichever technology is needed. . . .and are always experimenting with the next new technology. . .

QCOM is fine for now. . . but I am still not convinced that there is not a QCOM buster waiting around the next corner. . . .Sony? A.T. & T.? With so much demand for broadband hand-held internet. . . . I would think that a company like MCOM with its Ricochet, etc. would be getting more attention by companies like T, WCOM, etc. . . to leapfrog straight into Broadband Wireless.

Internet over cell phones is not our future. In fact, when I use my notebook and dial up the internet via the cell phone, I get 14.4Kpbs as the fastest rate. And when I use the browser feature on the cellphone, it takes about 2 minutes to connect initially, then it gives very limited access to info. Neither are satisfying, reliable or usable for stocks. They are way too slow and it is nearly impossible to type letters.

I want a unit the size of a DayRunner. . . with a fold out keyboard and color LCD screen. . . that connects at rates of higher than 500Kbps [preferably over 1Meg]. . . and allows full access just as though you were home on your PC. . . with hands free voice communication.

ANYTHING less is a compromise, IMO.

Rande Is

PS> Wow. . .that was quick. . .jumped back out of BHH. . .as it turned negative. . . will wait for clearer bottom. ARBA and CMRC are getting pounded!