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

To: Bill Fischofer who wrote (10134)	8/20/1998 6:22:00 PM
From: Daniel Schuh	Read Replies (1) \| Respond to of 74651

Why Windows CE is Struggling zdnet.com Thought you'd enjoy this little counterpoint on the inevitable triumph of WinCE. I don't know much about it, though I heard something about 2.0 requiring 12-16meg for the "palm-sized PC" things, vs. 4meg for 1.x. Sounds like a normal Microsoft growth curve. On that subject, Palm-size computers. 3Com's PalmPilot continues to kick butt, despite increasing availability of rival CE-powered devices. ZD Market Intelligence reports PalmPilot gained 10 share points between January and June. I was of course entertained by Bill's little dance with John Malone a few months back. "Don't be paranoid" / "WinCE will be just like Windows". Talk about your mixed messages. Malone wisely went with with Andy Grove's aphorism instead. Somewhere there was a story about Scott McNealy getting a call on the golf course from Malone. "Help, I don't want to hand the keys of my industry to Bill Gates". Sort of on that subject, Set-top boxes: Microsoft's own actions raise questions about CE's future in the Internet TV space. Even Microsoft's own WebTV division continues to use a proprietary OS, although it expects to integrate CE eventually. Click for full story. And earlier this month, the software giant agreed to let Redmond-based Stellar One use a stripped-down version of Windows NT in its upcoming Netris 3000 set-top box. Stellar One just couldn't get by with WinCE's limited power and capabilities. But there's the whole embedded world out there for the taking, right? WinCE might be good, I don't know. Microsoft's biggest problem may be the widely shared perception of John Malone, you dance with Bill, you're living very dangerously indeed. The wise Microsoft investor crowd seems to kinda enjoy that rep, but the rest of the world finds it a bit scary. Andy Grove seems to rule on that front. Cheers, Dan.