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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (8762)	9/24/2001 3:18:40 PM
From: Bill Harmond	Read Replies (3) \| Respond to of 57684

Yeah, but the breed beyond the chasm like Brocade, Ciena, eBay, Celera, Juniper, Openwave, Yahoo, VeriSign, etc will prosper most.

To: Lizzie Tudor who wrote (8762)	9/24/2001 6:46:02 PM
From: stockman_scott	Respond to of 57684

The Tobin Report..FROM THE RESEARCH DESK: Have Cell Phones Become Essential? According to many analysts and telecom companies, the wireless industry saw a huge jump in handset sales in the wake of the Sept. 11 terrorist attacks. The reasons are obvious: people want to feel safe as well as have the ability to call loved ones in the case of emergencies. A few analysts believe this will give the handset industry a boost it so desperately needs. But most say it is too soon to determine if this is just a temporary surge in sales or the start of a long-term trend. In the past, cell phones were often thought of as luxuries and not a necessity. However, the incidents two weeks ago have brought to light the need to stay connected, regardless of your location. Tim O'Neil of SoundView Technology thinks the wireless landscape has changed. "Wireless is going to take on a whole new perception from a consumer gadget to a consumer staple," he said. Other analysts agree with this assessment and have even gone so far as to rethink their previous estimates for U.S. wireless penetration rates (or the percentage of the population that owns wireless phones). Patrick Comack, analyst with Guzman & Co., said he will be revising his numbers to reflect the current surge in demand. "To get to 70% penetration (the industry's projected rate), you'd have to have little kids and grandma and grandpa carrying cell phones and I didn't think that was going to happen," he said. "Now, I'm thinking maybe it will. Maybe everybody will be packing a cell phone at least just for emergencies." Guzman & Co. had thought that the industry would continue to grow 15%-20% per year driven by increased penetration, increased usage time, Internet/data capabilities, and fixed wireless. And in a report released before the attack, research firm Forrester forecasted that 68% of U.S. households will have at least one cell phone by 2006. The firm also predicted that by 2005, revenue associated with wireless devices will reach $101.2 billion, up from $52.4 billion in 2000.