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To: Wyätt Gwyön who wrote (109335)	12/7/2001 11:29:16 AM
From: Kayaker	Read Replies (1) \| Respond to of 152472

as in places such as airports and cafes where it is easy to set up 802.11b. just plug a card into a laptop, will travel. why waste money on 3G. These airports and coffee shops aren't going to be free. What are you going to do, set up an account at 10 different locations (airport, starbucks, hotel, mall, etc.)??? And JUST when you REALLY NEED that connection, you won't be anywhere near any of these places. And what if you are out of town or MOBILE? Far easier, more flexible (and probably cheaper) to have a 3G hookup. At Starbucks in many large cities you can pay something like 65 cents a minute or buy a monthly subscription. I have a subscription to get wireless access in any San Francisco-area Starbucks for $30 a month. All this sounds okay, but think about it closely. My Starbucks subscription costs $360 a year. My firm isn't likely to pay hotels $10 a day too often--that might come to $1,000 a year for me, and when you add in the other partners, we're talking a big expense. special.northernlight.com

To: Wyätt Gwyön who wrote (109335)	12/7/2001 11:52:04 AM
From: JohnG	Read Replies (1) \| Respond to of 152472

Radio Shack Nov Sales Call (from 12/6 call) is much more positive for wireless than the written reports I have seen indicate. After listening to the call, I see its implications for wireless as indeterminate rather than negative. Its implications for computers are clearly negative and would chill me if I held Dell or INTC. It supports the thesis that wireless is the next big thing. radioshackcorporation.com 1) Tot sales for retail div Nov 2001 was -5% Year over Year; 459MM to 436MM 2) Comparable sales at company stores was -3% Y/Y 3) YTD tot sls & comp + 1% 3) Total Communications was +hi sing digits Y/Y *4) WIRELESS a) Wireless $ sales was + mid teens Y/Y b)Wireless assessories +30% Y/Y c) WIRE LINE was WEAKER d) Wireless units DOWN mid sing digits e)Note: commented that reason was that A) they sold fewerwireless track phones and inexpensive prepaid wireless phones AND B) company was LESS PROMOTIONAL than Nov 2000 5) Audio/Vidio - low sing dig Y/Y 6) Personal electronics - mid teens Y/Y with giftables and toys particularly weak 7) **Computers -40% Y/Y (OUCH!) 8) Services + low sing digits 9) Guidance: Expect to meet proj with higher margins on lower sales than last year MY COMMENT: Terrible report for computers. The report for wireless phone accessories is very hot (+30%). The neg growth in numbers of wireless phones is explained to some extent by the drop in promotions. Some thread mate commented that Radio Shack began a major wireless promo after Thanksgiving. Makes sense with such hot accessory sales indicating consumer interest.

To: Wyätt Gwyön who wrote (109335)	12/7/2001 12:19:27 PM
From: bruce_hamilton	Respond to of 152472

Mucho, I purchased my first mobile cellular phone* in 1986 because I spent so much time looking for a pay phone to return "pager messages". After analyzing time spent looking for a phone, PAYING for the phone call and pager service I was paying about $12.50 per phone call. When SPRINT offers data as an add on service I definitely will use it over hunting down a 802.11 service and paying another service provider to boot up the few times I need high speed mobile data. It has been my opinion that these data services (telematics, high speed data, location services, asset management,etc.) that we all know are coming..... will be successful because CDMA gives carriers the flexibility to offer these services at a reasonable price while freeing up space for more voice calls. The services you and I find useful in our daily lives will be the "killer application". I would no sooner buy a car that I could only use tethered to 1000' cord as PAY ANOTHER provider to use 802.11 on those occasions that need it. Having said that IF 802.11 is free I definitely will use it. However, I do believe it will cost more than the occasional cellular data use, be more fragmented, and will actually lead people to upgrade to "anywhere cellular data" as useful applications come online and prices fall. Bruce Hamilton * $2,700.00 NEC 7.2 pounds 49cents a minute