Wind River going up, up, up! Message Board

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Technology Stocks : Wind River going up, up, up!

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To: Codfish who wrote (5142)	5/7/1999 8:16:00 PM
From: Codfish	Read Replies (1) of 10309

As I noted this morning: It's unlikely that MSFT is dropping $5B just to get into a box on your TV. It has to establish credibility for CE. Don't fool yourselves into thinking that Mr.G will be satisfied with the set-top box market. Here's another article: IT looks for advantage in Microsoft-AT&T deal In the short term, Microsoft's $5 billion investment in AT&T is geared toward the consumer market, but the deal could have broader ramifications for IT in the not-too-distant future, too. The agreement announced Thursday calls for the companies to work together on deploying broadband and Internet services to U.S. households. Also, AT&T agreed to boost its use of Windows CE from its current 5 million set-top boxes to perhaps twice that amount. For corporate customers always seeking smoother, faster, and richer bandwidth, the move could mean progress on at least two fronts: remote access and hosted applications -- an area Microsoft reportedly is eyeing. …….."Microsoft certainly has broader designs on this relationship with AT&T," Davis said…….. infoworld.com ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Bill C.

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