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Strategies & Market Trends : Wireless technology: Investors' perspective -- Ignore unavailable to you. Want to Upgrade?

To: j.j. jingleheimerschmidt who wrote (9)	1/2/2000 7:50:00 PM
From: nauset	Read Replies (1) \| Respond to of 101

RIMM was up because of the below: Barron's January 2, 2000 Steven Milunovich, managing director of equity research for Merrill Lynch. "Our surveys find that the 'below e-line' traditional companies should be heavy spenders," he adds. In fact, the B2B market could easily become 10 times larger than that for B2C. "It may be 'clicks and mortar' after all," he concludes. The sell-side analyst also thinks that 2000 should be "the year of the appliance." Information appliances should take off, with Research in Motion's Blackberry doing well, 3Com's Palm unit going public, and a number of other appliance-related companies considering IPOs, he says. In this group, he also likes Network Appliance and Cobalt. "For now, investors will want to be invested in the sector and sort [out the winners and losers] later," he says. Milunovich adds that asking which hand-held device will be the big winner is the wrong question. "It's not a matter of what will be the device," he emphasizes. To make his point, he cites a recent survey of 70 corporate chief information officers by Merrill Lynch indicates that 22% of them plan to buy personal computing devices for their employees this year. "There's new evidence that corporations are going to start buying these things in a significant way," Milunovich says. And from Multex : 7. INVESTMENT IDEA OF THE DAY STRONG BUYs GEEK, RIM, AMZN The Internet Analyst (sm) highlights this week's STRONG BUYs, AND an article on Cnet mentioning RIMM:<b/> Handheld mania revs up By Stephanie Miles Staff Writer, CNET News.com December 30, 1999, 5:20 p.m. PT