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To: banker's lady who wrote (18001)	5/21/1999 9:44:00 PM
From: Duane Greg	Respond to of 41369

New appliances will help boost "no-brainer" web traffic, Intel just announced a similar device today \http://www.qubit.net/ PCs make people crazy because they are open systems. Open architecture was essential when the first PCs showed up in 1978, but now that the industry knows what people really use home computers for, they "should design them accordingly," he said. "You will buy this device by Christmas this year," he said. Armitage took the Qubit on the road last year and has been talking to all manner of business partners, including online services such as America Online, high-speed cable folks such as At Home and Web portals such as Yahoo! who see its TV-like potential. Tim Koogle, the portal's chairman and chief executive, "was jumping up and down," Armitage said. "He was yelling, 'I want people waking up to Yahoo! I want people waking up to Yahoo!' This device could represent an order of magnitude increase in traffic for them." The revenue model looks more like cellular phone service than regular PC hardware. The user will buy the device, then pay $20 a month or thereabouts for service. No deals have been announced, but Armitage hints at announcements soon to license the technology to a consumer electronics company.

To: banker's lady who wrote (18001)	5/21/1999 10:01:00 PM
From: George Martin	Respond to of 41369

To all on thread: Part II of Jubak article on braodband access / options. This one gives stock picks: moneycentral.msn.com Starting with discussion of broadband access options in Part I -- cable, DSL, wireless, satellite -- here's a couple main points in Part II, IMO: << The multiple pipelines into the home are going to be connected to an expanding variety of general-purpose devices such as PCs, TVs, telephones and game consoles. They're also going to connect with an even greater array of special-purpose appliances such as PalmPilots and pagers that deliver stock prices, and wireless phones that serve as Web browsers. Somebody is going to make big money out of connecting all these devices.>> << And there's my new market. I think the proliferation of communications devices connected to a multitude of networks and pipelines will create a massive new market for databases of all sizes over the next few years. I want to own shares in some of the companies that make these databases, that build the hardware that powers them, and that produce the software that makes accessing them possible.>> Among top picks: ORCL, PVSW, IBM, EXDS, SUNW, INTC, WIND Same old story as the California gold rush, suppliers made fortunes -- in this case "server farms," databases and hardware. No specific choices apparently among the original gold diggers: cable, DSL, wireless, satellite. Do believe there will some "winners" there obviously. George Martin