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Microsoft is becoming intriguing, they have their
hands in all the right things. From expanding abroad to going after
the Internet giants with new services and a potential deal with Time
Warners (NYSE: TWX) America Online. So the growth for Microsoft has
not hit a plateau, this looks to be a rebirth of sorts, look for
2006 to be very interesting in the Internet Industry.
I know that we touch on Seamless Wi-Fi (OTCBB:
SLWF) in yesterdays segment but since we are on the subject of the
Internet, we need to make mention of how this company fits into the
overall picture.
Microsoft is not making their intentions a
secret, they know where the money is. It’s in search engine
advertising, the more they enhance the services that they provide to
their members and visitors the more visitors that will receive. More
visitors’ equals higher advertising revenue and this goes for Yahoo
and Google as well. Now as they do the 100 yard dash down the
information super highway they are making Internet technology
advance rapidly. Now why are we mentioning something that is a no
brainer, well as they advance this technology it will make more
businesses mobile. It has already begun to open the doors to global
business, which means more people will be using the Internet to
conduct business both in and out of the office. They are starting to
move from cables to wireless, and that means these companies will
need to provide a secure way for their employees to access both the
Internet and their Intranet network.
Seamless has the technology that allows a
business to be in a totally secure wireless environment, a person
can walk around with their laptop from office to office without the
worry of that information being hijacked. The price at this point
does not reflect what the company has as of yet, they have not
received the media attention because they have kept a relatively low
profile. So we will continue to follow this stock as companies like
Microsoft, Yahoo and Google make the advances in the Internet
industry that will draw more interest to Wireless Internet/Intranet
security.
General Motors (NYSE: GM) is just having a bad
time, from downgrades to rumors of the company going bankrupt. All
that needs to be said at this point is that GM’s CEO Rick Wagoner
needs to focus on the shareholders and not the board nor himself.
The company needs someone involved that has a history of success in
the automotive industry, Kerkorian offered that and as of now it has
not happened. According to reports Wagoner has the board behind him
but what does that do for the shareholders? , if they get thrown
into bankruptcy it will be damaging to shareholder equity. So until
GM puts someone in play that can turn the company around they will
continue to spiral out of control. The street is brutal, as we have
said time and time again, so they should expect to get kicked when
they are down.
Yesterday, NAMC Newswire correspondent Peter
Farrell reported that the biggest takeover in the Natural Gas
industry could happen and it looks like it is. ConocoPhillips (NYSE:
COP) is lined up to acquire natural gas producer Burlington
Resources Inc. (NYSE: BR) for a price tag of over $35 billion. This
will make it the biggest deal in the Natural Gas industry since
Chevron (NYSE: CVX) acquired Texaco.
Now, just today, Jonathan Jacoby of Banc of
America downgraded Sirius Satellite Radio (NASDAQ: SIRI) from a
Neutral to a Sell while raising their price target for XM Satellite
Radio (NASDAQ: XMSR). Jacoby is off target and I think that he is
not looking at the big picture. Both companies have not even tap
their potential, the satellite radio industry is just beginning to
develop, similar to the internet industry when it was evolving and
continues to evolve. The difference is that right now there are only
two players in the game and one has locked up the automobile market
while the other has the retail market wide open. Even though the
arrival of Howard Stern is much anticipated, I really doubt that he
is the end all of Sirius. He does add value but Mel Karmazin is a
smart businessman and he is not solely banking on the success of
Sirius on Stern. So we are ignoring Jacoby’s downgrade and do agree
with his target on XM Satellite. As we stated 2006 will be the
catapult year for the company. Keep it on your stock watch.
Information contained herein is the opinion of
Louis Victor and is intended to be used strictly for informational
purposes. You should be aware that Mr. Victor attempts to assure
himself of the accuracy of the information contained in the analyses
he publishes. None of the information contained in this opinion
constitutes a recommendation by Mr. Victor, New Age Media Concepts
nor the NAMC Newswire that any particular security, portfolio of
securities, transaction, or investment strategy is suitable for any
specific person. You must make your own independent decisions
regarding any security, portfolio of securities, transaction, or
investment strategy mentioned on the program. The companies that are
discussed in this opinion have not approved the statements made in
this opinion Louis Victor’s past results are not necessarily
indicative of future performance. Neither Mr. Victor, New Age Media
Concepts nor the NAMC Newswire guarantees any specific outcome or
profit, and you should be aware of the real risk of loss in
following any strategy or Investments Opinion posted here. This
opinion contains forward-looking statements that involve risks and
uncertainties. This material is for informational purposes only and
should not be construed as an offer or solicitation of an offer to
buy or sell securities. The strategy or investments discussed may
fluctuate in price or value and you may get back less than you
invested. Before acting on any information contained here, you
should consider whether it is suitable for your particular
circumstances and strongly consider seeking advice from your own
financial or investment advisor. Louis Victor, New Age Media
Concepts nor the NAMC Newswire are not licensed brokers, broker
dealers, market makers, investment advisors, analyst or underwriters
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