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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: chaz who wrote (8566)	10/21/1999 3:30:00 AM
From: pala	Respond to of 54805

Chaz; When M$FT invested 5 billion in AT&T part of the deal was that T would use CE in up to 3 Million set top boxes. These boxes also are useing GMST's IPG. (or at least they are licensed to) And I can't recall whether T or M$FT licensed. Any way when asked about CE, the response was (parafrased) that the consumer market was tough and the roll out of set top boxes slow. Set top boxes was the only CE app mentioned. So I'm hearing that inspite of buying market share for top dollar, roll out will be slow. I'm hearing the guy warn on set top boxes, without being asked. I got the call thru vcall.com Give it a listen and tell me what you think Only the Paranoid Survive Doug