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To: DanZ who wrote (19855)	4/17/1999 12:40:00 AM
From: Larry S.	Respond to of 53068

The End of Growth - I don't think so - Boeing, Kodak, Caterpillar up, Microsoft, AOL and Yahoo down. what is this !!!! Is value now the new buzzword? IN the short run, yes, in the long run, I don't think so. I read this as a much needed retrenchment of the market leaders that have blown out so far. It is healty; it will probably get more healthy in the next few days. But I don't see a significant change in the leadership. It's kind of like in school when students were teacher for a day. Granted there are some real bargains. EK looks very nice, still suspicious on BA. But there are two sectors that i think have turned. 1. Oil, Oil service and 2. Asia. energy has broken out of a long downturn. while this blip in the price of oil may only be temporary, i think we have seen the lows in energy prices. aiding this is a turn around in asia. last year asia was listed DNR (do not resusitate). today it is attracting significant investment capital because of the cheapness and value of the investments there. And energy tanked partially on the decrease in demand for energy from asia. so if asia is recovering, demand for energy wil pick up, and, as my friend Yule Bryneer said :etcetera etcetera etcetera. jmho - do your own due diligence. larry

To: DanZ who wrote (19855)	4/17/1999 12:47:00 AM
From: Johnathan C. Doe	Read Replies (2) \| Respond to of 53068

There is a service called Ricochet that is a wireless modem that you hook up to your laptop and it gives you a connection to the internet. There is a limit to the service area; but it is very similar in concept to cellular telephone. Here is the website for the whole thing: metricom.com I believe that AT&T is working on this right now. It is going to have to be something developed by cellular providers; it isn't just a simple modem issue like analog modems over the telephone lines. My guess is that all of the switching between cellular towers is a big problem with keeping a consistent digital stream of data. Voice has a lot of pauses and so all sorts of things can happen or not happen and this is all covered up by the natural pauses in speech. With a modem connect to the internet downloading a stream of webpage content; the limitations would be clear. Also I think there is a bandwidth issue with cellular channels; I think the hardline copper analog telco system has far wider bandwidth than cellular channels. There is only so much bandwidth for the spectrum being shared by all the voice traffic. Data would overwhelm the bandwidth and there wouldn't be enough room for voice. This is why companies like WinStar are taking off with there higher bandwidth data traffic systems. I haven't been following the companies closely for a while; but I used to follow the wireless radio companies that made the components for the WinStar type of system and had figured they would do well. I was just looking at PWAV and I'm not sure if they fit this or not, but PWAV MIGHT be an example. I keep thinking the company for WinStar was PCMS but I can't remember. These are microwave transmitter companies I'm trying to think of and some of them specialize in this data area. Celeritek or something like that was one of them also and got killed because of Asia and has never recovered. There was a slump in all of these last year. Maybe Sawtek is into this kind of thing as well. I'm not real up to speed on the cellular system. Anyhow; Meticom's system is how this is getting done and it is and has to be separate from the voice cellular. It's a pretty good question actually. COMS just doesn't have any expertise in the cellular system and that is why they aren't in it. It is a whole different field of communications engineering. If I'm wrong on any of this; please correct me. I'm sure there are engineer types on these threads that know I don't know what I'm talking about.