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Technology Stocks : All About Sun Microsystems

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To: alydar who wrote (16185)5/8/1999 2:13:00 AM
From: Mephisto  Read Replies (2) of 64865
 
First, from what I've read, recently, the future is in the set-top boxes. MSFT made a smart decision when they donated their 5 billion to the cause.

But their donation will not give them exclusive rights to the set- top as Armstrong said

Second, unless the government interferes "T" is the best positioned company for internet not only in the US but in other countries as well. I believe when they did their deal with IBM back in November T got access to portals in other countries as well as alliances with other international phone companies.

Like you, I believe AOL may struggle for awhile so I've been selling my AOL shares. When Armstrong began to make deals last fall with IBM, Time Warner & TCI, I believed the price of AOL shares could drop dramatically because AOL would have competition. From what I've read AOL has not been included in the cable modem deals ~ so far. In the future, I imagine that AOL will strike deals with the cable operators.

[Q. "Three, what will replace desktop PC?"]

I admit I have not considered seriously the internet in set top boxes over cable modem.

Thanks for the information!

Mephisto

PS: Sorry for the late response but it is hay-fever season here now!!!
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