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To: TechnoWiz who wrote (15973)	1/12/1998 1:54:00 PM
From: Sonki	Read Replies (1) \| Respond to of 27012

vicl target is 23. here msft / tci deal. ... TCI Selects Microsoft Windows CE for 5 Million Digital Cable Set-Top Devices LAS VEGAS, Jan. 10 /PRNewswire/ -- Tele-Communications Inc. (TCI) and Microsoft Corp. (Nasdaq: MSFT) today announced that they have signed an agreement under which TCI will license a version of the Microsoft(R) Windows(R) CE operating system for a minimum of 5 million digital set-top boxes. This agreement gives TCI an operating system that enables high-quality video and sound, as well as new interactive video services. This version of Windows CE has been developed for the television environment, with integrated support for Internet content and technology from WebTV Networks Inc. Microsoft and TCI expect that Windows CE will be available for the advanced digital set-top devices that TCI will begin to deploy in late 1998 or early 1999. "This deal positions the cable industry as leaders in developing and offering new interactive content and services," said Dr. John C. Malone, chairman and CEO of TCI. "Microsoft will play a key role to help get us there. This deal represents a first big step toward a high-volume strategy. Our customers will soon enjoy high-quality pictures and sound, along with exciting new data services and programs." The nonexclusive deal is consistent with conditions and specifications currently outlined by CableLab's OpenCable initiative. TCI may work with several software companies to deliver its enhanced digital cable television network. "This agreement is beneficial for everyone: consumers, video and data content developers, Microsoft and TCI," said Craig Mundie, senior vice president, consumer platforms group at Microsoft. "This will jumpstart the development of new types of enhanced programs and services for television. Microsoft and TCI have been working for quite some time toward a vision for high-speed data networking and interactive video services. We look forward to the deployment of these new services to consumers."

To: TechnoWiz who wrote (15973)	1/12/1998 2:37:00 PM
From: ANANT	Respond to of 27012

all: CNBC interview - Byron Wien of Morga Stanley Summary from my notes: Mkt. which was overvalued 17% sometime ago today is undervalued by 5% Hard to assess Asia situation. Affects 4th and 1st quarter also Expects Corp. profits up this year. Earnings will be sufficiently high as to make the value models getting more favorable Favorable earning surprises outweigh unfav. ones Expects US int. rates and World int rates to go down as seen from Bond mkt Find values in Banks, Oil Services and Technology sectors Europe is doing better. Asia is worse 3 months from now people feel more comfortable about the market Dow may go down another 10%. Start to do some buying now End of summary Another unrelated CNBC report on closed-end country funds. Indonesia Fund 70% premium Malasia Fund 46% premium Korea Fund 40% premium China Fund 15% premium Premium means the mkt value of funds is greater than the underlying value of assets. INTC is unvailing two new processors. rgds ANANT

To: TechnoWiz who wrote (15973)	1/12/1998 3:37:00 PM
From: Sonny McWilliams	Respond to of 27012

Wiz, I heard Byron Wien. A funny bullish he is. Still thinks it could go down another 10%. Did you miss that? He said he was turning bullish but the market could still be down a total of abaut 15% and now it's 5% down. So much for him. Sheesh. Yeah, Mr. Cramers wife is turning bullish. He should talk to MY wife more often. She has been bullish for a long time. She has never seen the cloud that should have made our good tech stocks tank like this. We could have saved us all that downturn. gg. I will look at those ideas you posted tonight. Right now I will have some very very late lunch. Between fooling with this cpt. and posting I am not eating or sleeping timely lately. gg. And of course there are other things have to be done. Amgen sounds ok to me. All the good top tier pharmaceuticals should be doing ok. Look at Alza while you at it. Sonny