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

To: DiViT who wrote (53741)	12/3/2000 5:24:33 PM
From: David Howe	Respond to of 74651

From Conners presentation: << If you think today about the use of your computing environment as a consumer or as an enterprise customer, we’re really just on the cusp of sharing information. If I look at my own personal home, today I have four young children, I have a wife, I’ve got a schedule. Our ability to synch our schedules from school, from Microsoft, from home is a big challenge. Over the next 18 months we will introduce technology that we will sell as a subscription both to consumers and corporations that will allow them to share schedules and share documents and share desktop information seamlessly across devices and across PC infrastructures. >> Let me take a stab at this and the rest of you jump in and tell me where I'm off base. MSFT will provide a service where my wife and I can use our PC to set up a schedule for each member of our family. The schedule will reside on a central server at MSFT or a co-locate facility. Me, my wife and our kids will each have PDAs with wireless access to this internet based schedule. This is similar to what we do at work with Outlook. Business and personal use of this technology will be undeniably strong. There could easily be 200 million worldwide users of this service by 2003. At $5 per month per user, that equates to an extra $12 billion in sales for MSFT per year. Hmmm, I just added 50% growth to MSFT with the addition of just one technology that they are clearly planning on introducing in the near future. Any comments on whether I'm high or low on these figures? I've heard numerous reports that more people will access the internet through wireless devices than the PC in a few years. I've heard a number of estimates of more than 1 billion wireless devices by 2004. Is my 200 million total for business and home users on the low side? Dave