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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Ie Coan Bie who wrote (33783)	11/11/1999 11:14:00 AM
From: taxman	Respond to of 74651

> Joining an already exploding field, Microsoft > (MSFT) announced [october 25, 1999] > 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. > Copyright The Bull Market Report, LLC, 1999. regards