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To: Maurice Winn who wrote (30616)	5/22/1999 11:58:00 PM
From: Jon Koplik	Respond to of 152472

O.T. - it looks like the era of endlessly increasing numbers of "AOL morons " and "Yahoo morons " may be ending. * People who cannot just bookmark things like "Chicago Merc. 10 minute Flash Quotes" or "Welcome to QUALCOMM," but, instead "feel more comfortable" going through AOL or Yahoo. See following WSJ article -- May 20, 1999 Experts Ponder Lesson of Dip In Traffic to Major Web Sites By LISA M. BOWMAN ZD Network News A study found that traffic to the Internet's major sites fell during April, raising a number of interesting questions for Web experts to ponder: Is the Web beginning to display a seasonal effect familiar to trackers of TV traffic? Is the decline just a blip, or are portals losing audience to more narrowly focused share as Web users become more sophisticated? According to a study of the top Media/Web properties at home and at work by Net-research firm Media Metrix Inc., the total number of unique visitors to the top 25 Web properties fell 0.4% to 64.97 million in April, down from 65.25 million in March. Web traffic to those sites had grown steadily in recent months. That marks the first time that Media Metrix has reported a month-to-month dip in the total number of users tapping into the Internet's top-rated sites. What's more, all but one of the top five sites lost traffic, the report said. Lycos Inc. was the biggest loser, falling 9% to 28.9 million unique visitors, but America Online Inc., Yahoo! Inc. and the Walt Disney Co.'s Go Network also lost visitors. The only top-five property to gain traffic, in fact, was Microsoft Corp.'s MSN. Analysts attributed the flight from the major sites to a more sophisticated audience and to the beginning of daylight savings time. Television experiences a similar drop in viewership starting in the spring as people in colder climates emerge from their houses and begin to spend more time outdoors. Analysts think the same trend is now showing up on the Web. In addition, analysts theorize, the Web audience has become more educated about the Internet. The hypothesis is that people don't automatically go to portal sites such as Yahoo or AOL to find information, as they once did. Instead they go directly to specific sites that meet their needs, such as those aimed at sports, travel, or women. "This doesn't mean people are abandoning the Web," said Allen Weiner, vice president of analysis at NetRatings Inc., which studies Web traffic. "We're beginning to see a more focused vision." In fact, several of the more focused sites gained traffic from March to April, Media Metrix found: iVillage Inc., Women.com Networks, Sabre Group Holdings Inc.'s Travelocity and Preview Travel Inc. saw big jumps during that time. Mr. Weiner said the trend toward more-focused sites would continue into the future, adding that such sites could prove more appealing to advertisers because they target a specific demographic. "We're going to see a whole new tier of portals," he said. But with the dip in traffic so small, some Web publishers are likely to blame the dip on statistical vagaries in measuring audiences on the Internet. Methods that track usage by sample groups and use the data to project more broad audience totals have come under renewed scrutiny in the past month. A preliminary study released earlier this month by the Future of Advertising Stakeholders industry group found that sample measurements, such as those Media Metrix compiled, undercount traffic by as much as one-third when compared with traffic logged at the servers operated by large publishers. Audience-measurement companies are now working with publishers to identify issues that may reconcile the differences between server-log data and sample-based audience estimates. -- Steven Vonder Haar of Inter@ctive Week contributed to this article. Copyright © 1999 Dow Jones & Company, Inc. All Rights Reserved.

To: Maurice Winn who wrote (30616)	5/23/1999 4:14:00 AM
From: Maurice Winn	Read Replies (3) \| Respond to of 152472

cdmaOne in Japan, IDO and "Digital by Qualcomm" I have beside me a cute little IDO cdmaOne handset from Japan [arrived yesterday]. They are selling heaps. It makes the ThinPhone look like a small truck by comparison. This cute little gadget is 126mm long, 18mm thick and 39mm wide. It is very light. It has an extendable aerial. Japan must be putting the base stations very close together to have such a little handset. It has "Digital by Qualcomm" written on the back and "cdmaOne" also on the back. "IDO by Toshiba" is on the front. Actually, it's a model they use for display purposes in shops. But I carry it around as a good luck charm. It's worked so far. Nothing has gone wrong that I'm aware of. Japanese will buy millions of these. The coverage map is good too - nearly everywhere is covered [the populated areas]. They'll ditch PHS and whatever else they have. This would be too small for Texans and too small for most Californians too [especially large surfers, not that I'm thinking of anyone in particular]. Most Japanese are quite small and have dextrous, small fingers, and like diminutive things in keeping with their compact way of life in Japan. This has an earplug option so you can put the handset in your pocket and wander around talking, with a microphone as part of the earpiece or on your lapel or somewhere. Apparently people look quite strange wandering around talking to themselves. Shareholders of Q! should expect a very, very good quarter. When the pickup truck sized ThinPhone is out in bulk in the USA, sales should do a boom in the USA too. Buildout of cdmaOne in the USA is extensive now, so critical mass for conversion from analog should have been reached. Growth was quick last year, but the rest of this year should be a triple-very time. China should be good for cdmaOne starting next year [this year for infrastructure]. Telecom New Zealand must be about to announce a cdmaOne network any day now because they are under huge pressure from Vodafone which is gaining customers flat out. Australia is heading for cdmaOne. Mexico is ready to go [in part]. Canada is already selling the ThinPhone. GSM is toast! Europe is the only place where it has a free run [temporarily]. China is edging towards cdmaOne despite Tero's predictions. Everywhere is going cdma2000 [or W-CDMA as it is called by some people if they can ever agree what sort of bells and whistles to include] so even where GSM is dominant, that won't last long. Notice how Tero is abandoning ship as the TDMA/GSM world is sinking. Now he says it's time to head off to biotechs! Don't forget, Dow 8099 in about 3 weeks! Abandon ship if you don't like rough weather. Those who enjoy a fun ride, hang on! We'll be back up to 10300 after Y2K is a fizzer, then off to 16,000 Feb 2002. Double your money back guarantee on those figures. No boiler plate around here. Mqurice PS: Repeating yourself from post to post eh Winn? Confused or just can't work the puter?