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To: Mike Buckley who wrote (37045)	12/26/2000 11:45:29 AM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Mike: The proxy for measuring the wireless data tornado is a fascinating question for discovery (this from a "Discoverer" in the game of a week or so ago) but I don't yet have a good way to deal with this key yardstick. This is particularly so, since I see the future of wireless as the proverbial rabbit stew of half and half - one horse and one rabbit - with data as the horse. This will evolve over time and there will be a mix, but only one part of the mix is key IMO and that is the data part - by which I mean the ones and two which carry video for example as well as many many other uses. Voice will be a relatively unimportant element IMO. (But then, that is just my view) The point of course is that the real world in current spectrum is where we need to look in the next couple of years, and it is simply too early; but even conceptually this is a tough one. Ideas? Best as always. Cha2

To: Mike Buckley who wrote (37045)	12/26/2000 12:19:04 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

Happy Holidays, to thee as well, Mike. "new tornado within mobile wireless telephony, that will center around the migration of voice services to voice and data services" << True, but how do we measure it? >> I have not figured that out yet. Subscriber figures for GPRS will be buried within EMC's GSM subscriber numbers and 1x numbers within CDG's subscriber numbers. Guess we need to be on the look out for articles from the research agencies that break out subscriber numbers separately. This becomes a little more obscure from a research point of view. - Eric -

To: Mike Buckley who wrote (37045)	12/26/2000 12:49:28 PM
From: ratan lal	Respond to of 54805

True, but how do we measure it? Should'nt that be done staright out of TFM. First we need early adapters of Wireless data. Are they in sufficient numbers now? Next we need general adoption by the masses. I dont see it even if I look over the horizon and I am an avid user of wireless voice to the extent that I would love to get rid of wired telephone if only the wireless had unlimited local calls for free. BTW I was one of the early users of Quotrek, the wireless quote system. May be if Palm type devices start being used for wireless data in larger numbers we could spawn a tornado. My 'feeling' is that the tornado could be a year away at least. Of course all that is subject to change. We know how fast these tornadoes come, and unfortunately, leave a lot of destruction in their path.