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To: Verona who wrote (8287)	12/14/1997 10:21:00 PM
From: Andreas Helke	Respond to of 21342

Microsoft does not care that much what the broadband technology of choice is as long as it gets deployed fast and widely. Microsoft gets additional leverage by investing into capital strapped cable companies because the phone companies face the risk of loosing their customers and therefore will speed up their capital spending and deployment plans for DSL. In contrast to the cable companeis the phone companies have not problems to raise the necessary capital without the help of Microsoft. Andreas

To: Verona who wrote (8287)	12/15/1997 11:08:00 AM
From: SteveG	Read Replies (1) \| Respond to of 21342

<I thought that Microsoft was more involved with cable modem technology since its investment in comcast cable? Am I wrong? Do they own or have an interest in Comcast?> $1B in both Comcast and USWest's cable division. They want bigger pipes, and seem to believe that cable is an expedient way to get that... and now, TCI (which should ALSO be read as a shot at Diller/Turner and for the MSFT progressive scan standard for HDTV). From a WSJ article today: ======== TCI in talks on new cable-TV boxes - WSJ NEW YORK, Dec 15 (Reuters) - Microsoft Corp (Nasdaq:MSFT - news), Intel Corp (Nasdaq:INTC - news) and other major technology companies are in negotiations with cable giant Tele-Communications Inc (Nasdaq:LBTYA - news; Nasdaq:TCOMA - news) to supply as many as 10 million ''network computers'' for the next generation of cable television, the Wall Street Journal reported Monday. The deal could be valued at more than $3.0 billion, the newspaper said. The stakes in the competition are enormous, it said, as TCI's purchase may set the standard for digital TV. The purchase could go up to as many as 25 million units if TCI's network of affiliated cable companies follow suit, it said. TCI has set Monday as the deadline for submission of technical and financial proposals, the newspaper said. from biz.yahoo.com ========== Steve