Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: johnd who wrote (39097)	3/6/2000 9:16:00 PM
From: johnd	Respond to of 74651

Microsoft poised to link up with NDS - FT LONDON, March 7 (Reuters) - U.S. software giant Microsoft Corp (NasdaqNM:MSFT - news) is poised to to step up efforts to strengthen its position in digital TV by joining forces on Tuesday with News Digital Systems (NDS) (NasdaqNM:NNDS - news), the Financial Times reported. It said NDS, an encryption systems and digital software maker, and Microsoft would announce a strategic alliance to develop operating software and applications for interactive television. The two companies would jointly market their products, the newspaper said. Under the terms of the agreement, NDS would effectively transfer its operating software for set-top box decoders to Microsoft, the Financial Times said. It said the new partership would immediately announce its first customer with an order from Globo Cabo Participacoes SA , a Brazilian cable-TV operator. Microsoft would not take a direct stake in NDS but was thought to be in negotiations with Rupert Murdoch's News Corp (Australia:NCP.AX - news). which is NDS's controlling shareholder with an 82 percent stake, the Financial Times said. It noted that by taking over NDS's operating system, Microsoft would gain control of software fitted in 1.5 million set-top boxes around the world. More Quotes and News: Microsoft Corp (NasdaqNM:MSFT - news) NDS GROUP PLC (NasdaqNM:NNDS - news) The News Corporation Ltd (Australia:NCP.AX - news) Related News Categories: US Market News

To: johnd who wrote (39097)	3/6/2000 9:16:00 PM
From: johnd	Read Replies (1) \| Respond to of 74651

Microsoft poised to link up with NDS - FT LONDON, March 7 (Reuters) - U.S. software giant Microsoft Corp (NasdaqNM:MSFT - news) is poised to to step up efforts to strengthen its position in digital TV by joining forces on Tuesday with News Digital Systems (NDS) (NasdaqNM:NNDS - news), the Financial Times reported. It said NDS, an encryption systems and digital software maker, and Microsoft would announce a strategic alliance to develop operating software and applications for interactive television. The two companies would jointly market their products, the newspaper said. Under the terms of the agreement, NDS would effectively transfer its operating software for set-top box decoders to Microsoft, the Financial Times said. It said the new partership would immediately announce its first customer with an order from Globo Cabo Participacoes SA , a Brazilian cable-TV operator. Microsoft would not take a direct stake in NDS but was thought to be in negotiations with Rupert Murdoch's News Corp (Australia:NCP.AX - news). which is NDS's controlling shareholder with an 82 percent stake, the Financial Times said. It noted that by taking over NDS's operating system, Microsoft would gain control of software fitted in 1.5 million set-top boxes around the world. More Quotes and News: Microsoft Corp (NasdaqNM:MSFT - news) NDS GROUP PLC (NasdaqNM:NNDS - news) The News Corporation Ltd (Australia:NCP.AX - news) Related News Categories: US Market News

To: johnd who wrote (39097)	3/6/2000 9:17:00 PM
From: John F. Dowd	Respond to of 74651

johnd: Uncertainty is the key. For investors there is no uncertainty for WS uncertainty has a horizon of no more than a month. The "pros" are absolute boobs. This is why Buffett went out to Omaha. JFD

To: johnd who wrote (39097)	3/7/2000 8:57:00 AM
From: Ex-INTCfan	Respond to of 74651

Frank, I'd like to see MSFT do more in the B2B space. They are laggards here, actually purchasing software from ALLR for web development. It is difficult to set up semi-custom e-commerce solutions. The main alternative for each of the millions of business web sites is to entrust their e-commerce development to the kids who work for local ISPs. The big ISPs only offer out-of-the-box solutions where you have to have the web site hosted there as well. The millions of web sites who already have an ISP and want to develop a good e-commerce have to pay through the nose for it (and hope that the "kids" at the ISP don't screw up), or accept very rudimentary off-the-shelf solutions. They have dragged their feet on this. Does anyone know if MSFT has any good B2B initiatives in the works? If they do, it could bode well for the stock. INTCfan