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Strategies & Market Trends : Rande Is . . . HOME

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To: Joe Smith who wrote (19954)	2/4/2000 3:52:00 PM
From: Rande Is	Read Replies (2) of 57584

Joe, the reason I tend to avoid software plays is due to the many amazing runs from the other sectors . . .by comparison. . . when you look at a 3 year chart of the software sector . . it is nice, but compare it to anything internet related, and suddenly it looks like John Deere. As for software for set-top boxes. . . I would be interested in any company that has signed a deal with GIC, GMH, PHG or SFA. . . . . to provide software. . . . not interested in deals with smaller set-top box makers. Windows CE is being pushed into internet appliances. . . that is why MSFT gave T a half-billion bucks for a guarantee of more set-top boxes based on the CE platform. Keep us posted on WIND though. Thanks, Rande Is

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