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To: Jay Lowe who wrote (582)	12/1/1999 5:01:00 PM
From: Reginald Middleton	Read Replies (1) \| Respond to of 1782

MSFT is going to act as they have always acted, aggressively and strategically. I actually think we have them by the short and curlies, but I am well aware of the damage they can do if they decide to sacrifice some revenue. I doubt very seriously if they will do this in the near term, though. They are better off buying the front runner WAN vendor and building on top of that than competing head to head using their cash cow office suite. <Agreed that WAN apps can cherry-pick desktop functionality, but Windows itself represents a LOT of functionality at many layers. WAN apps have a VERY long way to go if they propose to re-invent all this.> I disagree with this. We are moving very quickly in the reproduction of desktop functionality. We are accomplishing this by refusing to reproduce the desktop, but actually replicating and improving the functionality of the desktop. Instead of trying to be Windows and Office, we are creating something newer and more modern. The major drawback to WAN's is latency and bandwith. With over 100 billion dollars in investment for the LTM, that problem is being solved by others, including MSFT. I will post the opinion paper on the NuoMedia site within couple of hours. It will give you a more indepth view of MSFT, the markets view of WAN app vendors, and what we are accomplishing.

To: Jay Lowe who wrote (582)	12/2/1999 1:25:00 PM
From: Jay Lowe	Read Replies (3) \| Respond to of 1782

Re: WAN apps + broadband providers Today I'm being impressed by the synergy between the web-based desktops and the need of the broadband players for a "killer app". Message 12167876 Message 12168037 Why do I need fast internet? Because it enables web-served applications and all the advantages that accrue thereby. What if @Home licenses one of these web-based desktop environments and bundles it into their service offering? That would represent a major change in the playing field. COnsider what happens to @Home's valuation if they are perceived to be supplying an alternative solution to MS Office ... rather like grabbing the high ground. In other words, @Home captures the customer's desktop focus instead of Microsoft, i.e., the customer "lives" within @Home's service and perhaps never buys a Microsoft product. Such a shift would mean that the @Home subscriber valuation would have to be revised dramatically upward ... perhaps even beyond AOL's subscriber valuation. Thoughts, anyone?