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Technology Stocks : 4G - Wireless Beyond Third Generation -- Ignore unavailable to you. Want to Upgrade?

To: Dave who wrote (169)	3/26/2002 10:39:16 AM
From: Dexter Lives On	Read Replies (1) \| Respond to of 1002

What makes one believe, or perceive, that once "3G" appears that consumers will "rush" to utilize their phone as that "data appliance". I highly doubt it and never believed the speculation.... So how will 3g be "Huge"?! Serious question. Or were you being sarcastic in original post (sarcasm doesn't come across well in writing, or at least I can't/don't pick it up -g) Rob

To: Dave who wrote (169)	3/26/2002 1:55:13 PM
From: Raymond Duray	Read Replies (1) \| Respond to of 1002

Dave, Re: please send your money to a Cayman Islands account that I will give to you... nytimes.com The Tax Man Cometh.....

To: Dave who wrote (169)	3/27/2002 2:07:35 AM
From: axial	Respond to of 1002

Hi, Dave - As an observer of wireless, fixed and mobile, for the last few years, you can bet I'm anything but sold on 'X' G, right up to your 'Infinity' G. As 'investment' opportunities they're right up there with junk bonds. Technology won't necessarily predict the winners, nor will standards. Politics, muscle and cash will help - witness TI's strongarm tactics on .11g, which reduced the IEEE to squabbling factions, through which TI marched to latecomer ascendancy. Too many players fighting over too little pie - regulatory inconsistency, spectral inconsistency, market fragmentation - huge infrastructure costs, and low to nonexistent returns, for at least the next couple of years, probably more. The near-term winner is CDMA. Whether mobile can migrate to any kind of satisfactory experience using high-rate data transmission is a leap of faith - on which many 3G proponents have already bet the farm. The market will fragment according to the "user experience" desired - larger screens, smaller screens, with voice, without voice, voice-actuated - fixed, mobile, in-vehicle, nomadic and hybrid - and with each subsequent fragmentation, margins will become slimmer, as economies of scale diminish. I watch with a kind of bemused interest - sort of a technological WWF. As soon as someone emerges as a winner, an arm will emerge from the scrum, and pull them down by the hair. Lots of chairs over the head. Wireless is a house divided against itself. It will remain, for years, as technology's aging Cinderella. 10 - or 20 -banger stocks? In somebody's dreams. Bring on the pheromones... Regards, Jim