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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: wooden ships who wrote (5439)	6/9/1998 12:30:00 PM
From: Kirk ©	Read Replies (1) \| Respond to of 42834

Truman, Great question. I have asked myself this many times and I design wireless stuff. I ended up choosing to put my money earmarked for a single company purchase into Brinker's Telecom mutual fund and let the experts pick for me. This yr, they are starting to earn their keep(up 40%) !! I almost bought Erickson and Nokia at different times last yr.....but settled on a small cap semiconductor capital equipment purchase instead as I think I understand that market better (and thus can get in at good lows). I was told there are 4 cell phones in Finland for every 10 citizens thus Nokia is very successful there! That aside, I think the big wireless gains will be in Emerging markets that can not afford infrastructure (poles and wires across all of China, Brazil and Russia are too costly). In the US, home-networks that syncronize your PDA to your PC at home and at your office will be big someday. I look for the computer companies with good R&D budgets (IBM and HWP) to lead the way. Looking forward to hearing comments from others. best regards stinsv.com PS Agreed that Alan's wit is awsome!

To: wooden ships who wrote (5439)	6/10/1998 12:00:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 42834

Truman: The key word to all the Brinker commentary on the internet is "bandwidth." He has mentioned this several times and is his focus. Right now as between the telcos. and the cable providers my impression is that the cable companies are spending more to update their infrastructure. TCI, for example, is out in the market buying cable modem equipment big time. As a starter, here is one of the better pages with background information on all the competing bandwidth technologies: specialty.com