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

To: Eric L who wrote (37647)	1/8/2001 2:52:00 PM
From: Dr. Id	Read Replies (1) \| Respond to of 54805

In the interim ... Prosperous Investing. - Eric - I've been wondering how long it would take for that to appear... Dr.Id@poorpeopleshowinggreatpatience.pov

To: Eric L who wrote (37647)	1/8/2001 3:01:40 PM
From: RoseCampion	Read Replies (1) \| Respond to of 54805

Nonetheless, 30k 'wireless' subs at 128 kbps is far more than any other wireless service provider can claim I would mention from personal experience (of myself, any others in the Seattle and Silicon Valley areas) that MCOM's "28.8kbps" services actually seemed to top out at something more akin to 19.2kbs, even when you were a stationary user located literally underneath one of the pole-top transmitters. If the "128kbs" service follows suit and only delivers a real-world ~80-90kbs (and still only allows stationary access, not from a fast-moving vehicle), then it's going to be even easier for true broadband mobile services like 1x/1xEV (144kbs-2.4mbs) and/or high-speed fixed-location wireless services like SprintION (8mbs?) or AWE's already-in-rollout "Project Angel" (speed unknown, but certainly much higher than 128kbs) to eat MCOM's lunch on both speed and usability aspects. Not to mention that all of the aforementioned competitors can for their efforts tap war chests much, much larger than MCOM's rapidly-diminshing coffers. Pongid? Hah. Pebble? Not even shiny. Someone's Calculator needs new batteries. -Rose-

To: Eric L who wrote (37647)	1/8/2001 7:03:22 PM
From: BDR	Read Replies (1) \| Respond to of 54805

<<WE'VE GOT AN 800 lb emerging GORILLA ON THE LOOSE!!!>> I think Seattle was one of the early sites for rollout of the Ricochet service and perhaps folks there are mistaking a Sasquatch sighting for a Gorilla. Sasquatch- figment of an excitable, overactive but, unfortunately, misinformed imagination. (Perhaps the term may be a useful addition to the taxanomy of Gorilla Gaming? For example, if an otherwise unremarkable company issues enough press releases we might think we have seen a Sasquatch. It looked like it was big, heavy and hairy but there actually isn't anything there.)