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Technology Stocks : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?

To: Captain Jack who wrote (35389)	10/13/1999 6:36:00 PM
From: KyrosL	Read Replies (4) \| Respond to of 45548

Captain, Gary, Microsoft's chances in the mobile/PDA market are slim after the Nokia/Palm announcement. It's not Microsoft against COMS anymore. It's Microsoft against almost the entire mobile phone industry. Microsoft brings nothing to the table that the mobile phone industry and Palm don't already have -- and they actually have a superior technology than Microsoft's both in terms of the core operating system (EPOC) and its newly acquired user interface (Palm). Microsoft's reputation of running roughshod over its partners ensures that nobody will touch its inferior technology (Windows CE) with a ten foot pole, even if Microsoft improves it substantially. And since Microsoft has no control of the mobile phone hardware and software, it can do nothing about it. Note that although Microsoft is big and rich, the mobile phone industry as a whole is also pretty big and rich. Nokia alone has a market cap of $120 billion, more than a quarter that of Microsoft. And there's Ericsson, Motorola, Matsushita, etc. In fact, the mobile phone industry (and COMS) have substantially more engineering and technical resources than Microsoft.

To: Captain Jack who wrote (35389)	10/13/1999 6:59:00 PM
From: Stockman_77079	Read Replies (1) \| Respond to of 45548

captain, why not use the same logic and put a microphone/speaker in Palm and make it an internet phone? I think there are so many spins you can put in the hat it's unreal...I agree with you if MS really wants to it could pull it off by itself. I think MS may invest in a company which can do that, I think it's far fetched to think MS will do it by itself just because it wants to have CE everywhere. That is kind of like WallMart gets into planting fruits so it can have fruits for sale in its market. I just think that it is funny that MS is begging to be friends with the wireless industry in the note that Souze had posted. I do own MS shares since 5 years ago, and I think it is grossly overvalued right now. MS can't seem to do anything right for the last year.