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Re: DoubleBuy post# 2149

Thursday, 11/13/2003 12:05:44 AM

Thursday, November 13, 2003 12:05:44 AM

Post# of 2238
Agreed, DB.


I think Nokia, Ericsson and others, have shot themselves in the foot on this.

A lot of hot air for 3 years or more about Bluetooth and 3G, all in the holy name of compatibility.... and then, they've tried to shut the door on the worlds most widespread operating system...

That's an unstable situation and once the foot is in the door, that door isn't going to be forced wide open - they'll rip the door right off and make cigar boxes of it...

MSFT shares still have a lot of future potential, as far as I'm conserned.
During the techmarket nuclear winter, MSFT has made strategic acquisitions in B2B software and will come out dominating this market segment totally (In particular with the takeover of Navision. Loosers= Oracle and SAP)
On the wireless phone/computer interphazing (Larry Ellisons brainchild, if he ever had any), MSFT is about to take that market like an octopus preys a crab. (Loosers= Oracle, Nokia and Ericsson).

This is going to be interesting to follow, over the next couple of years...

Where does QCOM stand in all this?... I'd guess you might have a take on that...

KD

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