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

To: JP Sullivan who wrote (20718)	4/18/1999 10:44:00 PM
From: taxman	Read Replies (2) \| Respond to of 74651

"It's an electronic Filofax" thanks. can one use these to send or receive email, trade stocks or connect to the internet when you are not in reach of a regular computer? or is it just a fancy organizer? if so why all the hype? i believe organizers have been around for quite a while. regards

To: JP Sullivan who wrote (20718)	4/18/1999 11:13:00 PM
From: t2	Read Replies (1) \| Respond to of 74651

This talk about PDAs is making me take interest in 3COM and AOL as well. I am reluctant to jump into AOL as it is one stock I have never made money (going long---unbelievable!!!) and it is a net stock. I guess on weakness I should reconsider. However 3COM looks interesting. Might as well go for the companies that are likely to dominate the PDA market. Of course if the PC makers join the act, I think they will would prefer Microsoft' CE as it may be considered less of a gamble. Furthermore, boxmakers may consider AOL a direct threat so they may want to arrange their businesses to not promote AOL in any way. AOL would have a lot of lose with such a strategy. I still can't see them introducing a machine that is not built by the PC companies. I would think there would be emachines running on Navigator plus a simple OS(variation of Palm) but built by the boxmakers. However, MSFT sees all these development----actually they probably expected the developments years ago. They have their strategy in place as well. I would not underestimate them.