THE MSFT-CSCO-HP ALLIANCE IS MUCH MUCH BIGGER THAN ANYONE REALLY KNOWS. THIS ALLIANCE APPEARS TO BE DRIVING NEW CHANGES AND NEW REVENUE THUS NEW INCREMENTAL EPS IN AREAS OF INTERNET SECURITY, SNA REPLACEMENT, REINVENTING THE INTERNET, INTRANET AND INTERNET MULTICAST, GIGABIT STANDARDS, ADSL,XDSL,HDSL ESPECIALLY IN THE LAST MILE, INTERNET AUTOMATION, NT CLUSTERED SERVERS, APPLICATION SOFTWARE OPTIMIZATION FOR ORACLE,SAP, BAAN, PEOPLESOFT, NETWORK MANAGEMENT AND BILLING AND QUALITY OF INTERNET SERVICE, EVEN SOME SNIFFS OF VOICE INTEGRATION OF THE NEW INTERNET TO COME.
WOW THE THREE CEO'S (GATES, CHAMBERS, PLATT) ARE SO LIKE OF MIND IN TALK AND ACTION. THE MANIFESTATION OF THESE 3 FIRMS SHOWS UP IN THE SUPPORT INTEL GIVES ALL THREE OF THEM. INTEL CAN GLUE THEM ALL TOGETHER ESPECIALLY THE MSFT AND CISCO CODE BASE FOR INTERNET ADDRESSING WHICH IS NEEDED FOR CORRECT BILLING AND MANAGEMENT SERVICES FOR INTERNET COMMERCE. HEY, IF BILLING IS SCREWED UP THEN IT ALL FALLS APART ...REMEMBER THE SPRINT INITIAL YEARS WHEN THEY COULDN'T GET THEIR BILLS IN ORDER? MCI GRABBED ALL KINDS OF MARKETSHARE AND SPRINT NEVER CAUGHT BACK UP.
I AM BETTING ON ALL THREE OF THESE FIRMS AND THIS IS THE NEW GOLD COMMODITY. GOLD WAS IN SINCE CLEOPATRA AND NOW THE NET IS IN AS THE NEW GOLD STANDARD AND THESE GUYS ARE THE NET. SERVICE PROVIDERS LIKE AOL ARE ONLY THE BARGES WHICH CARRY THE GOLD UP THE NILE...
I'M IN FOR THE 15 YEAR LONG HAUL AND WILL PLAY GOLF INSTEAD OF RESEARCH THE HIGH TECH SECTOR.
LIFE IS GOOD..IN THIS NOTE WE WON'T EVEN EXPLORE THE TELEDESIC VENTURE AND HOW MSFT, CSCO, HWP ARE ABLE TO BE A BIG PART OF THE NEWEST ISPP IN THE SKY.....WITH NO GOV'T RED TAPE.
A TOAST TO THE NEW GOLD STANDARD FOR GALACTIC COMMERCE.:) |
