Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Apollo who wrote (44202)	7/7/2001 11:23:38 AM
From: gdichaz	Respond to of 54805

Apollo: Congratulations on the substance in your cool posts. (IMO there are cool posts with insight, analysis and food for thought such as yours, and then there are "others") Korea does seem likely to be the first place, the bowling alley if you will, to look for the emergence of a mobile wireless data tornado. And specifically, the World Cup will be key to timing. But soon thereafter and in strength will be Japan (again with the World Cup influencing timing next spring), with KDDI using Brew and 1xEV DO. All IMO only. But I would also expect that for sheer volume, China will be coming up fast on the outside, and I would expect China will run neck and neck with the US in the volume of use of CDMA 2000 for mobile wireless data in 2002 and 2003. All this is just speculation of course, but will be fun to watch. The main point is that Europe is not the place to watch, and "3G" in new sprectrum is not either. So in brief, watch Asia and the Americas, and current spectrum. That means CDMA 2000 as 1x, 1xEV DO and 1x EV DV roll out and onward and upward ! Fun, fun, fun. Best. Cha2 Note: Brazil especially will have a huge demand for watching the World Cup real time - so any means of doing so will have a leg up.