Microsoft Office 2010 Home & Student Investment in order to 3 G concept

Microsoft Office 2010 Home & Student Investment in order to 3 G concept

Oriental securities that because of the 3 G main device to 2 G devices have alternative role, at first growth is not big. Expected that during 2006 2008, the system equipment market rate of 5% per year small increase, the scale roughly 100 billion-120 billion yuan; Outlook 2010 is replaced by the Office 2010 product.

Terminal market growth rate was 5% ~ 10%, and scale also is in 100 billion 120 billion yuan; Market value added business have no alternative, 2007 value-added business software market compound annual growth rate between 30% and 40%, is the fastest growing segments of the market. According to estimates, to 2010 3 G system equipment market scale will achieve 590 billion yuan, 3 G terminal market scale will reach 400 billion yuan.

In the investment strategy and the time, Oriental securities think, 3 G in earlier stage of development, pay attention to the system device class enterprise, Do you like Microsoft office 2010 trial ?

such as zte, datang telecom, beacon communications etc; Middle construction, paying attention to the BOSS kind, such as value-added business software enterprise, such as the YangXin, and focus on the system integration of indirect benefit enterprise, such as China wins tiancheng, etc. The late construction, paying attention to the telecommunication operation class enterprise, such as China unicom, and focus on indirect content providers, such as the media kind of enterprise.

The daily economic news learns yesterday, lenovo group three capital for three years, Microsoft Office changes life.

eventually, with 72 million yuan price will xiamen electronic (600870. SH) hold lenovo mobile remaining 19.2% stake in all eat, lenovo mobile end round "wholly owned dream".

According to information, electronic 19, xiamen and lenovo (Beijing) Co., LTD. Signed in the equity transfer contracts.