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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Doug who wrote (81629)	8/31/2001 11:44:50 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 99985

>> Wireless innovation is a disruptive technology but has very little scope for a monopoly. You might want to re-examine that premise by looking at the underlying technologies enabling high speed wireless data transmission. The battle between cdma and gsm is limited to the 2G arena. All varieties of 3G rely on the cdma air interface, which is the ip of qcom. uf

To: Doug who wrote (81629)	8/31/2001 12:56:51 PM
From: Crystal ball	Read Replies (1) \| Respond to of 99985

CREATIVE DESTRUCTION, even Greenspan muttered those words made famous by Joseph Schumpeter. We are talking about the complete disruption and replacement of a large sector of the economy, of the status quo, of this level of technology in communications and computing. I beleive that wireless is THE NEXT BIG THING and that HANDHELD PDA's like PALM are causing a CONVERGENCE OF COMMUNICATIONS AND COMPUTING. the binding infrastructure is going to be provided on large scale outsourcers, even CSCO, COMS, NT, and even EMC AND NTAP, will be binding these networks, customers, and their information/content/data together behind the scenes to deliver it right to your wireless device, a device that computes, and fits in the PALM of your HAND. You are correct on the long term ramifications of recombinant DNA, and beleive me when I say this, we will have "DESIGNER GENES". (c). I am, Truly your$, -Crystal Ball (c) copyright 2001