Maybe you can help me figure out the ties between the companies involved with the HSA IPO:
newsalert.com
In addition to the shares offered, Cisco Systems Inc. has agreed to purchase $7.5 million of the common stock, Com21 Inc. has agreed to purchase $1 million of the common stock and Microsoft Corp. has agreed to purchase $10 million of the common stock, in a concurrent offering, the company said.
Vulcan Ventures Inc., an affiliate of Microsoft co-founder Paul Allen, beneficially owns 54.2 percent of the common stock before the offering.
Vulcan also owns Charter Communications Inc., one of the ten largest largest cable system operators in the country. Charter has agreed to provide High Speed Access with exclusive access to at least 750,000 homes passed by cable, and Vulcan has an equity incentive to cause Charter to provide the company up to an additional five million homes, the filing said.
Paul Allen's Vulcan Ventures owns Charter Comm., and has an interest in HSA. The three vendors involved in the IPO are CMTO, CSCO, and MSFT. We know CMTO and CSCO have a co-development and marketing agreement, and we know MSFT is working with Philips on their cable OS and that Philips is a major CMTO customer. Can I conclude that CMTO's modems use WindowsCE? This must be an easily-answered question, but I couldn't find the answer on CMTO's webpage. Considering the recent AT&T-MSFT news, it would be worth knowing how incestuous these Vulcan friends are. I would hate to connect dots incorrectly.
Thoughts brought on by an article in today's LATimes:
latimes.com
Pat
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