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BlackBerry Limited Message Board

  • sunwyboy sunwyboy Jan 6, 2000 12:20 PM Flag

    If someone will explain how to post the

    URL from TSCM, I will be glad to post the message. I always did want to know how you guys put those URL's in these messages.

    Thanks,

    Sunwy

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      • 2 Replies to xmbe
      • 10 Things You Need to Know: PC, R.I.P.: The New
        Kids Are in Tow

        This story is part of a
        weeklong series that looks at the top 10 trends to help
        you invest in the coming year. Click on the tile at
        left to see other stories.
        In 2000, investing in
        the PC market means looking everywhere but at the PC.
        Products such as Research In Motion's (RIMM:Nasdaq - news)
        email-accessible pager and Casio's Cassiopeia handheld organizer
        are the hot sellers, and they enable people to take a
        PC's functions anywhere. And these days,that's
        seemingly what everyone wants.

        Companies that
        offer this capability -- or even a promise to do so --
        are winning in the marketplace and the stock market.
        Last year, the Dow Jones Computer
        Peripherals Index
        shot up 132%, compared with a 45% return for the Dow
        Jones Computer Hardware Index.
        At the other end of
        this PC spectrum are enterprise computing companies
        called application service providers, or ASPs --
        companies that offer Internet-based software
        or
        Web-hosting programs to companies. Names such as Viant
        (VIAN:Nasdaq - news) and SilverStream
        (SSSW:Nasdaq - news)
        became ASP highfliers, rising 306% and 381%,
        respectively, last year.

        "Our investment thesis is that
        the profits in the computer industry are moving above
        and below the PC -- above into enterprise computing
        and below into information appliances," says Steve
        Milunovich, a hardware analyst in Merrill Lynch's technology
        group.

        For PC makers, all this means tougher
        times ahead as their actual boxes become less crucial.


        Keeping Up Of course, some PC companies are trying to
        evolve. Dell(DELL:Nasdaq - news), for instance, partnered
        with Research In Motion, maker of the de rigueur
        Blackberry pager-plus favored by corporate executives who
        need their
        email no matter what their latitude.


        Some PC makers are getting into this market on
        their own, too. Compaq (CPQ:CPQ -news) makes the Aero,
        and Hewlett-Packard (HWP:Nasdaq - news) the Jornada,
        both essentially handheld PCs. Compaq's Aero, H-P's
        Jornada and Casio's Cassiopeia sold out inthe fourth
        quarter, says Michael Kwatinetz, an analyst at Credit
        Suisse First Boston. (His firm has done no underwriting
        for Compaq or H-P.) On the enterprise computing side,
        H-P will exchange computer equipment for revenue from
        communications networker Qwest's (QWST:Nasdaq - news) ASP unit.


        The problem is that all these ventures are still
        relatively small for these companies, which means they won't
        make much of a dent in the bottom line for some time.
        In fact, Merrill's Milunovich doesn't even include
        handheld sales when putting together his boxmaker earnings
        models.

        Small Items, Big Growth Instead, the real
        growth is coming for companies such as 3Com's
        (COMS:Nasdaq - news) Palm Computing unit,which 3Com expects to
        spin off this year. Then there's privately held
        Handspring, run by the Palm co-founders. Its Visor handheld
        computer has seen overwhelming demand. Handspring is
        considering going public. Bypassing the PC by using cellular
        phones with Internetconnections is also gaining
        momentum. Phone.com (PHCM:Nasdaq - news), which sells
        software for the delivery of Internet-based services to
        wireless phones, is benefiting from this trend and has
        plenty of company,including Ericsson (ERICY:Nasdaq ADR -
        news) and Wireless Knowledge, a joint venture between
        Microsoft (MSFT:Nasdaq - news) and Qualcomm (QCOM:Nasdaq
        -news). Then there's the enterprise software business,
        including big names such as Sun Microsystems (SUNW:Nasdaq
        -news) and EMC (EMC:NYSE - news), as well as smaller
        firms like USinternetworking (USIX:Nasdaq - news) and
        SilverStream. This business is a threat to PC makers because it
        can force them to churn out cheap boxes that do
        little more than attach to the Net, says Sam Albert,
        president of the PC consulting firm Sam Albert Associates.

 
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