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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Tim Luke who wrote (38218)	5/10/1999 5:49:00 PM
From: Tae Spam Kim	Respond to of 90042

Not so sure about 3Com.. Ethernet cards and adapters are a low-margin business, and Palm Computing is nothing on a % revenue basis. Also 3Com has had a HARD time breaking in the Cisco dominated router business. -Tae Kim Subject 14769

To: Tim Luke who wrote (38218)	5/10/1999 5:52:00 PM
From: MrThesp	Read Replies (2) \| Respond to of 90042

I expect NXTL to do well tomorrow... Those of little faith bailed out today. NXTL, like COMS, is a great company in its own right...plus it's the last of its breed. It'll go soon but should rise in the meantime. COMS will probably continue to rise nicely through and after InterOp. Pair just plain scares me here. I got stopped out for a small loss Friday and just didn't have the nerve to pick it up again. Sorry about the club. You know...bowling balls are harder to thr... Never mind. Paul {:-)

To: Tim Luke who wrote (38218)	5/10/1999 7:05:00 PM
From: Glenn	Read Replies (3) \| Respond to of 90042

OT: Mary I'm ready to go. Glenn

To: Tim Luke who wrote (38218)	5/10/1999 9:56:00 PM
From: Tim Luke	Read Replies (2) \| Respond to of 90042

Monday May 10 9:18 PM ET Behind the MS-Nextel deal By Charles Cooper, ZDNet In the great cyber crapshoot, also known as the Internet, Microsoft Corp.'s Greg Maffei is placing big bets as the software leviathan considers life after the PC. Up until now -- and for the foreseeable future -- Microsoft (Nasdaq:MSFT - news) has derived the bulk of its revenues from selling software and Internet services revolving around the personal computer. But Maffei, the company's chief financial officer, is pursuing an investment strategy as Microsoft looks to the next era of computing when more people use handheld devices, cellular phones and interactive pagers to access the Internet. Less than a week after agreeing to a $5 billion investment in AT&T (NYSE:T - news), Microsoft said Monday it planned to make a $600 million investment in Nextel Communications Inc. (NASDAQ:NXTL - news), which will offer a co-branded wireless Internet portal. The latest move comes against the backdrop of investments in so-called infrastructure companies -- including stakes in Time Warner Inc. (NYSE:TWX - news)'s RoadRunner Internet service, Comcast Corp. (Nasdaq:CMCSA - news) and a handful of European telecommunications companies. Microsoft's wireless ambitions That interest was very much in mind when Microsoft made its investment in AT&T, which will use Windows CE in as many as 10 million digital set-top boxes for the company's cable users. Or as a report issued by Zona Research put it, "Simply put, Microsoft is spending money to make sure they aren't left out in the hallway with Grandma." The Nextel investment amounts to about a 5 percent stake in the wireless provider, which last week ended talks to be acquired by MCI WorldCom (Nasdaq:WCOM - news). The cash infusion will enable Nextel to expand its infrastructure and enable its 3.2 million phone customers to tap into sundry services by going through Microsoft's MSN Web site. Later this year, Microsoft intends to roll out a wireless portal accompanying the next big upgrade of MSN. Uneven track record "The challenge for Microsoft will be to deliver," said one industry executive who asked to remain unidentified. To be sure, the company has struggled to build a great interactive television system, a great Internet portal or a great operating system for devices (Windows CE). And now it needs to deliver wireless services. "So they have great deals in place -- the job now is to do something they haven't [done] to date -- namely, to deliver great products and services in these spaces," said the executive. In the near-term, insiders say, Maffei has a more immediate interest: making sure that Microsoft gets a good return on investment. At the end of its March 31 quarter, Microsoft had $19.2 billion in cash and short-term investments. "We basically consider this as R&D," said one official. "One of the nice things is we don't feel the need to invent everything here." "We very much think the device boom is real," the official continued. "I wouldn't say it's a paradigm shift so much as a further shift to a Web-based, high connected model."