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Technology Stocks : LSI Corporation -- Ignore unavailable to you. Want to Upgrade?

To: shane forbes who wrote (13039)	6/14/1998 10:19:00 PM
From: Tony D.	Respond to of 25814

/* OT */ Hi Shane - Next to LSI, curious as to what other semi's you feel compelling. I have narrowed my field down to ADI and XLNX. Unfortunately, not enough cash to get into both. BTW, took the leap and started averaging into the semi-equip's (NVLS). They may (and probably will) go lower but I at least have a position started. If they bounce over the next day or two, I will sell the calls for some added income. Thanks, Tony D.

To: shane forbes who wrote (13039)	6/18/1998 5:49:00 PM
From: Moonray	Respond to of 25814

Sony Joins Microsoft As Part Of TCI Set-Top Deal Newsbytes - June 18, 1998: 2:53 p.m. ET TOKYO, JAPAN (NB) -- According to published reports, Sony and Microsoft [NASDAQ:MSFT] have announced an agreement which allows Sony to become involved in the manufacturing of set-top boxes that will use Microsoft software to deliver Internet access to cable television viewers. The deal is an extension of an agreement announced in January between Microsoft and cable-provider Tele-Communications Inc. (TCI). At the Las Vegas Consumer Electronics Show in January, Microsoft co- founder and chief executive officer, Bill Gates, announced a deal with TCI which called for the latter to license a minimum of five million copies of Windows CE. Originally, the operating system for a line of handheld personal computers (HPCs), Windows CE was further developed by Microsoft into a platform for a variety of devices smaller than personal computers. The TCI deal centered on Windows CE to be used as the platform and operating system for set-top boxes that allow cable users to view World Wide Web content, access other Internet features, and send and receive e-mail. The boxes will also offer video-on-demand when the proper infrastructure is available. Microsoft and Sony, reportedly, hope to have the first units available by mid-1999 and are free to approach other cable distributors with the new device, since the deal with TCI is non-exclusive. A spokesperson for Microsoft said details of the Sony agreement has not been made public, but more information "should be available soon." The new set-top boxes being designed for TCI, and possibly other cable companies, do not involve Microsoft's Web TV network which offers an integrated Web and broadcast television service known as WebTV. However, the new set-top boxes will use the Web TV Solo chipset. "WebTV is a service and these new boxes for TCI and other cable companies have not gotten to the point of interfaces and specific features users will see in the service which eventually delivers the content," said company spokesperson. At the same trade show in January, Sun Microsystems chairman, Scott McNealy, announced a similar deal with TCI in which TCI would license millions of copies of Sun's Java technology. Similar to the Microsoft deal, specifics relating to Sun, TCI, and a set-top box manufacturer and have been slow to evolve. Giants such as Sun, Microsoft, and Sony have reason to take their time entering the set-top box business. Industry observers say the potential size and value of a new market combining the Internet and standard television content has yet to be established. An Oracle-based, network computer (NC)-designed set-top box business recently folded after building a customer base of approximately 50,000 users. WebTV has faired better. Its customer base grew an additional 100,000 users since the first of the year for a total of 350,000 users. o~~~ O