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Technology Stocks : Apple Inc.
AAPL 259.35+0.1%Jan 9 9:30 AM EST
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To: Walter in HK who wrote (24736)5/11/1999 7:34:00 PM
From: MeDroogies   of 213181
 
He is intuitively correct about set-top boxes, but wrong about convergence.
Convergence WILL occur, but is likely to be from the internet to the TV/Phone as opposed to from TV/Phone to the internet. Why? Because the bigger bets and R&D are coming from the PC/internet side.
MSFT has invested in it to hedge their bets. Either it WILL converge that way, and pay off big for them (I question that), or they will have cornered a niche market.
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