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 : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: jim black who wrote (8606)	9/9/2001 7:31:37 PM
From: gg cox	Respond to of 74559

Jim, have a look here.. Message 16144341

To: jim black who wrote (8606)	9/10/2001 2:40:51 AM
From: elmatador	Respond to of 74559

It should always keep in mind every time we think about investing: Different from the previous decades, customers are not in leash anymore. The markets are -relatively- open today. So you can't just pool some patents together, built an network with the technology, then dump it on customers and expect them to pay. Iridium failed exactly because of that: Land Based mobile phones dropped in prices dramatically and its telephony business didn't fly. Iridium customers were not in a leash waiting for their technology. Today's mobile data customers are not in a 3G leash and that's the threat to 3G. As a result 3G business has to be redesigned.