AT&T Message Board - Msg: 7444009

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Technology Stocks : AT&T

T 24.85

+0.1%

Dec 31 3:59 PM EST

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To: BrooklynDave who wrote (1865)	1/23/1999 3:34:00 PM
From: t2	Read Replies (1) of 4298

BrooklynDave, I got the impression he was a visionary once he moved on to TCI. I have been primarily a Microsoft investor but got curious about AT&T after that deal. Microsoft was not able to get the best deal in the set-top boxes from TCI (which gave some of the biz to Sun Microsystems). This happened prior to the TCI acquisition. I have a feeling that Bill Gates (another visionary), has been becoming friendly with Michael Armstrong. Why? (We all probably heard the rumor about the MSN acquisition possibility--either ISP or portal site). I don't know if those talks were serious but the idea that talks did take place indicated to me that Gates realizes the importance of cable. I think Gates want more software business from AT&T--TCI and would be willing to make deals on terms that are favorable to TCI to get it. BTW- I just hold PC related stocks but just thought AT&T was a great opportunity because of its strategic moves. I don't know if they will make their quarter but am willing to bet that they will do great over longer period of time.

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