| The emerging paradigm of marketplace computing brings with it many new investment opportunities. |
| As long as Microsoft remains desktop centric, their goal of being the Internet utility company shall remain unfulfilled.
The desktop paradigm that made Microsoft now has the potential to strangle them. Microsoft certainly has the resources and still has time to effect change necessary to develop the new operating system that makes the telecommunications network the computer but Microsoft needs Cisco or someone like them to help make it happen. |
| “If you do not get your information from Google, Google has not done its job” was the recent quote from Google CEO Dr. Eric Schmidt whilst talking about future directions for Google. Sounds compelling but is this really the true value proposition for Google? |
| Investors focusing on mobile networks are missing the true value of Verizon’s vision to develop its fibre optic network: that of being the global Internet utility company. |
| Frustrated Telstra shareholders are well aware of the opportunities missed by Telstra but how would they value the future of Telstra and its world leading role within the emerging market of network computing? |
| Information for the investor on types of companies that will be critical to the emerging paradigm of marketplace computing and possible areas of investment. |
| The operating system for marketplace computing will ultimately run over VoiceOverIP layered on Telco networks. Australia has the first such continental wide network. Acquiring this network would be a strategic acquisition for the smart investor. |
