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To: stockman_scott who wrote (50463)	2/23/2002 11:23:20 AM
From: Larry S.	Read Replies (1) \| Respond to of 54805

disruptive technology - in the article you posted, a very interesting part was: Whyman: But the big application is for short-distance wireless devices because it has a lot more bandwidth and uses much less energy . You can conceive of wireless local laptops that you can walk around the office with. Q: Does it threaten existing technology? Cleland: It is a very disruptive technology. Blue Tooth and 80211B are at risk. I can't believe I got that acronym right. Q: That was good. But how is this good for the industry right now? Cleland: The positive is, this is a new technology that will have a very steep demand curve. However, it is going to take awhile to roll it out. And while the FCC authorized it, it's taking a cautious stance, because of concerns by competitors that this new technology would create dangerous interference. Competitors like Qualcomm and Sprint PCS didn't want it to get out of the regulatory crib. It is a whole new technology that will trigger a whole new set of applications we haven't thought about before. It's a better technology and better standard and it will open them up to more competition. larry

To: stockman_scott who wrote (50463)	2/23/2002 2:33:08 PM
From: Jacob Snyder	Read Replies (4) \| Respond to of 54805

Excellent article, thanks. The future I see for telecom/internet: Message 17074030 The Survivors in telecom service will be the NotSoBabyBells. Among the companies that supply equip to them, the Survivors will be, IMO: CSCO, QCOM. Not sure who else.

To: stockman_scott who wrote (50463)	2/23/2002 4:07:36 PM
From: Jack Bridges	Respond to of 54805

"Competitors like Qualcomm and Sprint PCS didn't want it to get out of the regulatory crib." One can only presume that Mr.Cleland knows whereof he speaketh.

To: stockman_scott who wrote (50463)	2/23/2002 11:08:57 PM
From: StockHawk	Respond to of 54805

On the satellite side, what about EchoStar-DirecTV? Cleland: We think that merger is at significant risk of disapproval by the government. We think it is a pretty simple bread-and-butter antitrust case... Q: Does Rupert come back? Cleland: Yes. He will... A potential positive for Gemstar: