Frank Coluccio Technology Forum - ASAP Message Board

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Technology Stocks : Frank Coluccio Technology Forum - ASAP

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To: Frank A. Coluccio who wrote (704)	12/12/1999 9:54:00 AM
From: Rande Is	Read Replies (1) of 1782

Frank, Let me start by saying that I have great respect for your knowledge of cutting edge technologies and your ability to explain them. . . thanks in advance for taking your time to reply. [Also posted on ATHM for your convenience] My read on T has changed recently, and I thought you might shed some light on things a bit. This year, we saw their Liberty Media arm grabbing up companies long associated with the production end of the film making business. Coupled with T's conspicuous absence from the current text based internet, what do you think of the possibility that behind the scenes T might be rapidly [secretly?] at work on the Next-Generation Internet. . for the primary purpose of stealing the thunder of its existence by presenting to the world their own full blown working model?. . . end-to-end all optical . . . fibre to the set-top appliance. . . .with video on demand servers pumping out what the world really wants. . .full-motion video/real-time audio, fully interactive. T is the only company capable of pulling off such a feat. And if they did, their domination would be likened only to MSFT and the PC. Todd-AO Sound bought by Liberty Media. . . .that is the one that has my wheels turning most. We know T is working on the physical parts of the theoretical Next-Generation Internet. . . but could they be steering the entire development toward a surprise launch? It would seem they are at least working to establish the standards for which content will be delivered? I would think the next step is to start cutting deals with movie companies and television programmers. . .through one of their equity holdings. . .perhaps Rupert Murdoch's Newscorp. It all seems so much like a plot in a cheap sci-fi flick. . . .but when one company buys another is when I start asking why. . .and often those questions lead to a suspicion or hypothesis. . . and that suspicion leads me to take an early speculative equity position. . . and if I am correct. . .that early position can be extremely lucrative . . . .and gee, isn't that why we are all here? What has your crystal ball been showing you, Frank? I realize this falls just outside the realm of "technology", but with your track record for excellent technology analysis, and specifically your studies of A.T. & T., I would think you would have insight into where they may be headed. . . and look forward to your response. Best wishes, Rande Is

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