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

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To: Sir Francis Drake who wrote (23018)5/20/1999 3:10:00 PM
From: Tom Chwojko-Frank  Read Replies (2) of 74651
 
Regarding MS "passive" investment in cable:

I went to the MS Developer's conference in 94 (maybe it was 95), whichever year it was that MS (publicly) realized the internet was important to them. Every bit of software I saw, every API being developed, every statement about the future direction of MS, was geared towards high-bandwidth. There was a lot of skepticism that the infrastructure for higher bandwidth than 56k would be available soon enough.

I would bet there is a large amount of MS development waiting in the wings for the big plumbing to get to enough homes and businesses.

Tom
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