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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: Jorj X Mckie who wrote (15135)1/19/2000 11:43:00 AM
From: Carolyn  Read Replies (1) of 63513
 
Tom - I'll look at it in a bit - have to take my daughter to the doctor. In the meantime - here is some food for thought. This is PURE SPECULATION on my part, based on publicly known facts:

Today is the unveiling of the Transmeta chip, which, I think, will enable software to run on multiple platforms. Paul Allen is a major investor of the company. Go2Net is already beta testing a wireless portal. Charter and Paul Allen have raised a whole lot of cash recently. Paul Allen's best friend just last week personally got back into the software development business.
How to play this? Thoughts? MCOM?
All this JMHO.
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