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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: blankmind who wrote (24444)	6/20/1999 12:47:00 AM
From: Michael Kucera	Respond to of 74651

David Alger is one sharp guy and his funds are heavy into technology. If you HAVE to buy a mutual fund IMO it would be the Alger and Janus funds.

To: blankmind who wrote (24444)	6/20/1999 1:54:00 AM
From: puborectalis	Read Replies (2) \| Respond to of 74651

Forrester Research............. Microsoft's Wink Investment Jump-starts ITV June 4, 1999 Microsoft's $30 million investment and interactive television (ITV) partnership with start-up Wink will drive Microsoft's WebTV platform into the cable industry. by Josh Bernoff with Joseph L. Butt, Jr. With this 10-year partnership, Wink and Microsoft agree to carve up the ITV market. Wink already has interactive content commitments from the big three broadcast networks and major cable networks like CNN; Microsoft's exclusive backing will help it penetrate cable operators with its head-end equipment that aggregates consumer clicks. Microsoft will use Wink's strong cable connections to duplicate its recent AT&T set-top box win across the cable industry. The result: ITV will begin a rapid ascent. Cable systems will accelerate ITV installations. So far, cable has milked its infrastructure build-out to deliver cable modem, pay-per-view, and telephony revenues. But with Microsoft's backing and set-tops, Wink can subsidize ITV deployments in exchange for a share of TV-based commerce dollars. Networks and advertisers will target ITV more aggressively. This agreement solidifies Wink's commitment to ATVEF, the industry standard format for TV-based interactivity already strongly supported by Microsoft. With the interactive format rift between ITV leaders Wink and WebTV eliminated, advertisers will begin ITV experiments in earnest -- within two years, we expect 25% of national advertisers to deliver interactive commercials. The battle begins for viewer eyeballs. Two ITV power centers will develop. Electronic program guide companies like cable's TV Guide/Prevue Networks and Gemstar will become TV portals, delivering interactivity matched with program choices. Wink and WebTV will take the lead on the back-end, aggregating clicks and commerce embedded in programs. By 2002, companies will join hands across this divide, partnering to attain strategic advantage in an interactive medium that will rival the Web in consumer revenues.