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To: w2j2 who wrote (12856)7/23/1998 10:14:00 AM
From: Clarksterh  Read Replies (1) | Respond to of 152472
 
Weakness for Datum does not necessarily indicate weakness for wireless in general. Datum wireless sells exclusively to infrastructure suppliers - primarily LU. (No hiccups this time.) And so their orders tend to be very lumpy, and in any case do not indicate anything about handsets.

Clark



To: w2j2 who wrote (12856)7/23/1998 12:44:00 PM
From: JMD  Read Replies (3) | Respond to of 152472
 
Walter, the Datum scuttlebutt certainly seems at odds with wireless growth elsewhere: 1) first case in point, obliviously, the Mighty Q 2) take a gander at Air Touch's just released results--these guys are just on a roll and 3) tunnel down in Sprint's report and find that wireless is the fastest growing segment of their business, with rates substantially in excess of wireline "traditional" segment.
Sounds like Datum's just not riding the right horses, no? Mike Doyle