MSFT: Windows Mobile and buying strategy

4> Now the fourth and final reason. I will elaborate this later, but in short. Window Mobile is gaining market share if you are talking about new mobile phones. There has been a lot of new mobiles with WM 5 on them. Also, with it's push email technology, this has become a valid alternative ( IMO stronger one) to challange RIM. I agree initially you will see WM5 mostly on exec style smart phones, but soon you will see more and more media phone ( a growing category) with picture, video and music coming with WM5.

One reason for this move is tight linkage between Nokia and Symbian experienced by other cell phone manufacturers. The caveats to this argument is that Nokia still hold a huge market share in cell phone markets and will never ( IMHO;) shift to WM5.
(Detail discussion to follow)

Finally,


Buying strategy: I think MSFT is a great buy as any price below 27.5, but I will be looking to add it to my portfolio if I can get it under 26.5. I feel it is possible to get this price as the stock might fall when the US Market pulls back after the recent run. It should reach around 35 over the next 12 months.