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To: gc who wrote (46294)	10/27/1999 1:19:00 PM
From: Jenne	Read Replies (1) \| Respond to of 152472

2. MICROSOFT TARGETS WIRELESS AS NEXT BIG MARKET Joining an already exploding field, Microsoft (MSFT) announced yesterday that it is targeting telecommunications services as its number one business area for the 21st century, with a special new focus on wireless communications. The company stated that it is prepared to invest in third-generation mobile network operators in order to ensure that mobile data services are rolled out as soon as possible. COMMENT: Similar to Microsoft's realization that the Internet was going to be important in 1996 and that fixed broadband (cable, et. al.) was going to be important in 1997, Microsoft is now realizing that telecommunications is going to be BIG. Given its available cash to build out networks, we expect Microsoft to put its money where its mouth is by entering into partnerships with many existing wireless players. Microsoft has already formed Wireless Knowledge, a joint venture with The Bull Market Wireless Investor favorite Qualcomm (QCOM), to address the need for mobile devices to access "collaborative applications" (meaning other Microsoft products). Even though Microsoft's Windows CE platform is its most lucrative potential sales area for existing Microsoft products, Windows CE is not optimized for most wireless devices since a typical CE configuration uses 40 MB of storage compared to only 8 MB used by Symbian's Epoc platform. Consequently, we expect to see Microsoft develop or buy a new operating system for mobile devices. For better or worse, when Microsoft takes dead aim on an industry, the dynamics are certain to change.