How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 511.36

+0.5%

Nov 12 3:59 PM EST

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To: gao seng who wrote (27911)	8/5/1999 1:49:00 PM
From: RTev	Read Replies (2) of 74651

Actually, MSFT is under threat from Ma Bell. They got cable and dsl. Which part of Ma Bell are you talking about here? Remember that Microsoft is a major player in the cable world and in DSL. Just a few examples: They are one of the partners in RoadRunner, the second-biggest cable modem service. They hold a major stake in Comcast, the third largest US cable company. They took a major stake in AT&T in order to get a privileged place in their settop boxes. They also have equity positions in Rhythms, one of the major competitive DSL providers. (I think in one of the others -- either Northpoint or Covad -- as well.) Hell, they'll even have a major stake in one of the Baby Bells if Qwest's purchase of USW is completed. Unlike AOL, Microsoft is in a great position to take advantage of broadband.

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