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Technology Stocks : How high will Microsoft fly?
MSFT 478.29-1.8%Nov 20 3:59 PM EST

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To: RTev who wrote (18804)3/25/1999 10:27:00 AM
From: Teflon  Read Replies (1) of 74651
 
Nothing is ever as it originally seems in this business.

I wouldn't be surprised to see a RR merger with ATHM, even though the rumors have been temporarily shot down. Regardless of how that plays out, MSFT will have to get into be with AT&T/ATHM at some point since the speed of delivery will be to powerful for MSFT to ignore, as well as the fact that ATHM will now cover ~ 60% of the US households.
That's just too big of a market for MSFT to simply ignore or straight out compete with. There will be a deal at some point to bring the varying interests into alignment, and MSFT will be a player in that arena.

The opportunities in this market are HUGE.

Teflon
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