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

To: johnd who wrote (52141)	10/24/2000 3:05:07 PM
From: johnd	Read Replies (2) \| Respond to of 74651

If Gartner is right about 25% growth in PC industry, I think it would be fair to expect some 40 - 50% eps growth for softy. 2001 could be a dream come true year for longs

To: johnd who wrote (52141)	10/24/2000 3:05:10 PM
From: DiViT	Respond to of 74651

Palm digs in for MS wireless battle New initiatives from challenger Microsoft have put Palm, the reigning handheld champ, in the hot seat. By Carmen Nobel, eWEEK October 22, 2000 9:00 PM PT As Palm Inc. has been the dominant force in handheld computing, it's common for developers to target applications to Palm OS and dismiss Microsoft Corp.'s competing handheld operating system. But new efforts by Microsoft (Nasdaq: MSFT) indicate that the Redmond, Wash., software giant is making progress with its handheld systems — especially in wireless communications, — and those efforts have put Palm (Nasdaq: PALM) in the hot seat. Microsoft's handheld strides cover both the client and network sides. They range from its Airstream wireless infrastructure initiative, which targets carriers and other enterprises, to the Stinger screen phone, which the company is designing with Ericsson Inc. OmniSky Corp., a wireless Internet service provider, last week announced that it is expanding its service, which currently supports only the Palm OS, to support the Pocket PC platform. The service will be available later this year for Hewlett-Packard Co.'s (NYSE: HWP) Jornada, with support for other Pocket PC devices following shortly, according to OmniSky officials in Santa Clara, Calif. "The [Microsoft] platform has really matured," said Barak Berkowitz, president of OmniSky. "The quality of devices out there is impressive, and there are things we can do on a Pocket PC that we can't do on a Palm platform." zdnet.com