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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: cfoe who wrote (65788)	2/2/2000 1:19:00 AM
From: Sully-	Respond to of 152472

Internal email discloses Microsoft's wireless plans By John Borland and Ben Heskett Staff Writers, CNET News.com February 1, 2000, 9:45 p.m. PT Microsoft is negotiating distribution deals with Sprint PCS, AirTouch and others to boost its technology in the rapidly expanding market for wireless devices, according to an email received by CNET News.com. A "major deal" with British Telecom and AT&T also is in the works, according to the email, which was inadvertently sent to a CNET editor late today. "We're in discussions for a major deal with these companies," the email said, referring to British Telecom and AT&T. "This is still highly confidential." The email did not provide details, but investments were not mentioned. The internal correspondence discusses the company's possible announcements at the upcoming Wireless 2000 industry trade show that begins Feb. 28. Microsoft chairman Bill Gates is scheduled to speak at the event. Microsoft executives declined to comment on the email. The content distribution deals being negotiated call for AirTouch, Sprint PCS and others to deliver a new version of Microsoft's Internet content service--dubbed MSN Mobile 2.0--to wireless phones, the email said. Mobile MSN, launched last summer, pushes Net content such as news and sports scores to pagers and cell phones. "If the really big deals were to fall through...do we still have something along the lines of content for Billg's keynote?" source: internal Microsoft email Microsoft wants a piece of the booming wireless market. Industry analysts predict that by 2002, more than 100 million phones worldwide will be able to tap into the Internet in some fashion. By 2003, analysts predict that nearly 1 billion mobile phones will be in use worldwide. Negotiations with dominant wireless companies AirTouch and Sprint PCS "are expected to close" in time for the trade show, and another deal with WebLink Wireless is pending, the email said. Microsoft also may bolster two previously announced deals with Ericsson and Nextel Communications. It did not provide details. Among the other disclosures in the email: ? The software giant may announce a licensing agreement with Samsung for Microsoft Mobile Explorer, a Web browsing technology for mobile phones. Partnership agreements also may be reached for Microsoft's back-end server software. ? "Mobile MSN 2.0" is expected to be unveiled at the show. The new features may include the ability to get detailed driving instructions. In addition, news from MSNBC, financial information from MoneyCentral, travel content from Expedia, and Hotmail email also may soon be made available on wireless devices. ? During his keynote, Gates may demonstrate Mobile Explorer running on a handheld Windows CE device or "smart" phone. The email also said, "if the really big deals were to fall through (as they sometimes do) do we still have something along the lines of content for Billg's keynote?" Microsoft launched its wireless content plan last June, with the release of a first version of its Mobile MSN portal page and a $600 million investment in Nextel, one of the few wireless carriers with a nationwide U.S. footprint. At the time of the Nextel investment, Microsoft promised new services and deals with other carriers---but so far, little has emerged, according to some analysts. "Microsoft announced the program with Nextel in June, but from what I can tell, nothing much has come of it, " Probe Research wireless analyst Alan Mosher said. The company may have had difficulty integrating some of the wireless data technology it purchased into its wireless service, Mosher speculated. Microsoft and Ericsson struck a deal last December to create a joint venture in order to develop products that provide fast access to the Net from any device. Ericsson will own the majority share of the venture. In its biggest communications deal Microsoft last year invested $5 billion investment in AT&T. The move advanced two main goals: to become a bigger player in sprawling networks and to align with lucrative customers such as AT&T. As a result of the deal, Microsoft software will be used in millions of set-top boxes deployed by AT&T.

To: cfoe who wrote (65788)	2/2/2000 1:20:00 AM
From: Ruffian	Read Replies (1) \| Respond to of 152472

<OT> and Johnny Green,? what was his knick name? eom,

To: cfoe who wrote (65788)	2/2/2000 1:43:00 AM
From: jmanvegas	Read Replies (1) \| Respond to of 152472

cfoent: I remember that Michigan/Princeton game. I loved Walt Frazier & Dick Barnett on the Knicks. Ah, the good old days - when a stock went up a 1/2 point and one was thrilled. Different times now. To get back to QCOM - the China news is in the stock - we've got a slight gap in the 127-130 area to be filled - we've got very stiff overhead resistance at 140 which will be tough to get through, though it will happen eventually. The 160 resistance area looms quite large - that will have to be earnings driven or some other major shoe to fall such as a NOK chip deal or AT&T capitulating which I don't foresee in order to propel us through 160. But that too will eventually happen - just a matter of patience and time. AT&T will extend out their antiquated systems until market forces overwhelm them several years out - I personally don't believe their management team headed by Armstrong is as dynamic or forward thinking as the Street would have us believe. In addition, they've committed huge resources to their cable infrastructure via mergers and upgrades to that infrastructure. They are stuck in the mud for a very long time and will lose the wireless battle as well. Too many wagons surrounding Ma Bell right now - it's starting to look like Little Bighorn. As far as Naz goes, it will be a 2-way trading affair for some time and very volatile in both directions. Even if we make new Naz highs on this run, which I don't foresee, we will violently back off again as there appears to be a lot of distribution going on in this range currently. I think the presidential campaign will become a new focus for investors as they try to read the candidates and what they perceive their proposed policies as good or bad for the economy and how it relates to the well-being of their portfolios. I think 2001 will be a tremendous year for the stock market overall with the end of this year leading up to that. In other words, I believe we've got about 9 months of consolidation, congestion, and distribution to get through in order for the markets to start the next serious upward leg which will lead the Dow to 14000-15000 and the Naz to 5000-6000 in the 2001-2002 time frame. This is now a market for those who are patient who will not toss out their core holdings of great companies/stocks when things will get rough this year. I'm still looking for the Fed to ratchet up interest rates 3-5 times this year and each time will seem to the market like the sky is falling. I wish you well and good fortune. jmanvegas