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To: Mary Cluney who wrote (69364)12/3/1998 3:48:00 PM
From: stak  Respond to of 186894
 
Mary, Sure no problem. The PC and TV will converge over the next 10 years as digital TV takes hold. There is a wealth of info on the CUBE thread for the exact devices that will appear. It is up to you to go
there and ask any question that will "SHOW ME THE DEVICE". They are most helpful, quite friendly and always there.
stak



To: Mary Cluney who wrote (69364)12/3/1998 3:49:00 PM
From: Scumbria  Read Replies (1) | Respond to of 186894
 
Intel is off $8 from the high today. What is going on?

INTC 109 1/8 109 5/16 109 5/16 -4 1/4 117 1/8 109 1/8 17,503,700

Scumbria



To: Mary Cluney who wrote (69364)12/4/1998 12:09:00 AM
From: stak  Respond to of 186894
 
WebTV coming to
high-speed cable
By Stephen Shankland
Staff Writer, CNET News.com
December 3, 1998, 3:50 p.m. PT

update Microsoft has inked a deal with cable TV
hardware giant Scientific-Atlanta that will make the
WebTV service available over the high-speed cable TV
infrastructure for the first time and pave the way for use
of the Windows CE operating system.

Under the agreement, Microsoft's WebTV service will be
available on Scientific-Atlanta's Explorer 2000 cable TV set-top
devices. In addition, Microsoft and Scientific Atlanta agreed to
jointly develop future set-top boxes.

The basic "dumb" cable boxes that sit on top of cable-capable
TVs today are expected to be eventually replaced by advanced
devices, such as the Explorer 2000, that offer the power of a
personal computer.

Currently, WebTV boxes let a customer surf the Web using a
television, a remote control, and a phone line. With the
agreement, WebTV customers won't need either the WebTV
box or the phone line.

Do you want to know more?
Read related news
View story in The Big Picture
Go to Message Boards
Search News.com



Although the agreement is only a preliminary licensing deal,
and not a guarantee that Scientific Atlanta will deploy set-top
boxes based on Microsoft's Windows CE operating system, the
deal may be more show than substance, analysts say.

Connecting to the Internet over the cable TV infrastructure
means customers get high-speed "broadband" Internet access,
taking advantage of speeds tens of times faster than ordinary
dial-up connections used by today's WebTV systems.

"Viewers will find that the response time is closer to what they
expect for a television," WebTV President Steve Perlman said
today. People using their TVs expect the instantaneous
response they get changing channels, he said. Broadband
Internet access makes it easier for Net surfers to look at fancy,
graphics-rich Web pages, download video and audio, or perform
other tasks that strain slower connection techniques.

Though faster, the new WebTV cable service won't be as
widespread as the WebTV system using a phone line. The
cable system requires that a customer have digital cable
service as well as specific hardware from Scientific Atlanta.

The agreement marks the first time WebTV will run on hardware
other than WebTV's own, Perlman said. However, the service
will appear on other advanced set-top boxes next year, he said.
"WebTV technology now will be available to work on essentially
any hardware," he said.

Although WebTV customers won't necessarily need WebTV
hardware, Perlman said WebTV will continue to design
hardware as well as software. "We're doing both," he said.

Currently, the WebTV service requires boxes designed by
WebTV itself, though they're available from electronics
companies such as Sony, Philips, and Mitsubishi.

Also as part of the agreement, Microsoft won a place for its
Windows CE operating system. Microsoft and Scientific-Atlanta
will collaborate on a next-generation set-top box that comes
with Microsoft's pared-down operating system as well as
WebTV. That's a victory for Microsoft, which faces competing
technology such as Sun Microsystems' PersonalJava for the
set-top boxes.

Some were not impressed with the deal.

"It doesn't mean anything--it's just a licensing deal. Everyone
licenses everything," said Seamus McAteer, of Jupiter
Communications, explaining that the deal was probably
necessitated by Scientific-Atlanta's relationship with cable
provider TCI, which has already announced it will distribute
Windows CE set-top boxes to its subscribers. "Some of the
cable operators are saying that they're interested in Windows
CE. SA would not want to partner, except they're forced to."

"I'm not holding my breath for Microsoft to dominate this space.
I don't think they will. Microsoft is riding the coattails of their
WebTV purchase into the set-top business," he continued.
"Right now they're a bit player, but with a lot of capital. Just
because Microsoft makes an announcement doesn't
mean that it's going to dominate the world."

The new WebTV system
won't be available on
Scientific-Atlanta's
Explorer 2000 set-top
boxes until next year,
Perlman said. Customers
then will be able to
download the new WebTV
services to their Explorer
2000 boxes, he said.

The Explorer 2000 boxes
are designed to offer
services such as
video-on-demand, home shopping, and Internet
telephony.

Scientific-Atlanta is one of the two largest companies
that sell the set-top boxes, the devices that hook TVs
into the cable TV infrastructure. Set-top boxes are
increasingly sophisticated computing devices, adding
features such as two-way communications instead of
just the ability to receive TV signals.

The deal between Microsoft's WebTV and Scientific
Atlanta also will allow cable TV companies to customize
the WebTV system or even use it under their own brand
names, Perlman said.

WebTV shields the user from some of the technical
details of surfing the Web on a computer, but it doesn't
offer all the Internet features a PC can use. For example,
WebTV has declined to offer support for Java programs
or RealNetworks' audio and video streaming technology.



To: Mary Cluney who wrote (69364)12/4/1998 12:11:00 AM
From: stak  Read Replies (1) | Respond to of 186894
 
Can set-tops live up to the
hype?
By Stephanie Miles
Staff Writer, CNET News.com
December 3, 1998, 4:00 p.m. PT

update Much hype has been bestowed upon the
television set-top box as provider of interactive
computer-like services, but with the upcoming roll-out of
Scientific-Atlanta's cable TV set-top box, the technology
finally must prove its worth to consumers.

Scientific-Atlanta's Explorer 2000 cable set-top box offers many
of the features industry watchers say are integral to the
platform's acceptance: email, movies-on-demand, and
high-speed Web access through a cable modem and Ethernet
technology.

But there are still some basic infrastructure issues that must
be addressed before consumers can take full advantage of
Explorer 2000 and other products like it.

First, a quick look at what advanced cable TV set-top box
suppliers are touting:

Email and Web browsing: surf the Internet or send and receive
email at high cable modem speeds
, many times that of the
fastest dial-up modem. No waiting for dial up or connections,
always connected.

Movies on demand: obviates the need to make a trip to a video
rental store. Select from a library of movies and request to see
them "on demand."

E-commerce: Set-top boxes (such as Scientific-Atlanta's) have
a public/private key security system to allow secure home
shopping. And it comes with a smart card slot so users will be
able to insert a debit card to pay directly for purchases over
their TV. Also, a smart card can be used to transfer electronic
cash from their bank account onto the card.


Cable modem: set-tops come with an Ethernet connection
"port" and integrate a high-speed cable modem. Supports hook
up to a consumer's PC and can function as a stand-alone cable
modem. Can use the set-top on both the TV and PC.

Hundreds of digital channels: high-resolution images and
high-quality digital music--and interactive games.

But this will not be automatic. Rather, it will be decided by the
local cable company--not the set-top box maker. "The cable
operators sit on their imperial thrones, and they decide what's
going to be offered to subscribers," said Seamus McAteer, an
analyst at Jupiter Communications, predicting that few cable
service operators will opt to provide costly services like email
and full Internet access.

"Who pays for the boxes in people's homes? The cable
operator. How much they want to offer, depends on how much
they want to pay."

Scientific Atlanta says services are generally rolled out
gradually. "Most cable operators follow digital video services
with email, then web browsing capabilities, and finally
video-on-demand" which is the high revenue-generating killer
applications, according to a Scientific Atlanta spokesperson.

The cable box supplier also extols the fungibility of the device,
saying that set-top boxes like the Explorer 2000 can be used
as a cable modem for PCs. This draws skepticism from
McAteer however.

"There is a pent-up demand for [high-speed] Internet access
among PC owners, but TV viewers who don't have a PC are
really not that interested," he said. "And do you really want to
string a line from your PC to your set-top, which are usually in
different rooms? Probably not."

Improved programming guides may drive browsing
Still, these devices are at an advantage since they are being
deployed by cable providers who possess a distribution channel
already accepted by consumers, according to Forrester
Research. News, sports, and talk shows will gain "lazy
interactivity," the report says.

This interactivity will be accompanied by more advanced
electronic TV program guides. "As cable's channel choices
expand and [channel] surfing becomes unwieldy, viewers
will demand more sophisticated guides from cable
operators," the Forrester study says. The report cites
advanced electronic TV programming guides that quickly
sort through hundreds of channels.

Movies-on-demand is the next feature most likely to
succeed, McAteer says, because it is a service that
television viewers have already demonstrated a demand
for.

"You're going to see a lot more video programming in
this new stream," he said.

Despite all these tantalizing features, it is unclear how
many people nationwide will have access to set-top
boxes like Explorer 2000 in the next year,
notwithstanding Scientific Atlanta's announcement today
that cable subscribers in Buffalo, New York, and
Glendale, California, are accessing SA's digital cable
services. The bottom line: Service with all the bells and
whistles could be very patchy for a few years yet.

Although 14 cable operators have made "commitments"
to Scientific Atlanta's digital network service,
representing approximately 16 million subscribers, it is
unknown at this point what services will be offered, and
in what time frame.

The need for speed
Moreover, to realize the full potential of cable set-top
boxes for Internet use, two-way high-speed connections
are essential. But many cable providers across the
country are still upgrading their networks to provide such
two-way services. Services that are not two-way provide
a slow dial-up connection for sending data, because a
separate phone line connection is required.

Thus, few cable operators are expected to offer services
for the full spectrum of hardware features Explorer 2000
supports.

Finally, the promise of high-resolution digital
programming is at least a few years off because the
infrastructure for high-definition TV is just beginning to be
built.



To: Mary Cluney who wrote (69364)12/4/1998 12:15:00 AM
From: stak  Respond to of 186894
 
3Com ushers in latest wave in
computing

Wireless Internet connection

By SIMON AVERY
The Financial Post
In what many expect to herald the next wave in personal computing, 3Com Corp.
yesterday unveiled a handheld computer that will offer wireless connection to the
Internet and corporate intranets.

The $800 device (all figures are in US dollars) will provide streamlined information
off the Internet, such as news headlines, stock quotes, airline schedules and restaurant
listings. Using a two-way radio, the Palm VII connected organizer will also be able to
send and receive condensed e-mails, in much the same way a cellular telephone
works.

Purchasers will have to spend about $10 a month to subscribe to 3Com's new
Internet service, Palm.Net.

3Com, of Santa Clara, Calif., has already sold more than a million personal digital
assistants (PDAs) under its PalmPilot brand. The current version, the $369 Palm III,
stores thousands of addresses and messages and can download information off a PC,
but cannot connect wirelessly to the Internet.

Makers of PDAs and other small computing devices, such as smart phones, are
gearing up to take a huge bite out of the desktop PC market.

The research firm International Data Corp. forecasts that by 2002 almost half of the
nearly 100 million Internet-access devices sold in the U.S. will be something other than
a PC. And the Yankee Group estimates that by 2002 more than 21 million people will
connect to the Internet with mobile wireless devices.

Janice Roberts, senior vice-president of 3Com, called the Palm VII "an entirely new
approach to moving information from the Internet to an individual." She said: "The
Palm VII organizer is our first step in enabling a new class of information access and
e-commerce solutions for the handheld computing industry. This is clearly only the
beginning of a new era of personal communications."

Although 3Com is the market leader in the palm-size computer market, other firms
such as Sony, Casio and Nokia are pushing into the space.

3Com is also in a battle with Microsoft Corp. over competing operating systems to
run handheld devices.

To win a major piece of the market with its new technology, 3Com will have to
convince firms to convert their Web sites to a form the Palm VII can read.

The computer uses a new model for accessing online information called "Web
clipping," a way of extracting only very specific material that a user has tailor-picked
from a Web site. By eliminating extraneous information, Web clipping reduces
processing requirements and download time. 3Com said 22 leading Internet content
providers had already agreed to specially format their content.

The Palm VII will begin market tests next month and is scheduled for general release
in the U.S. later in 1999.




To: Mary Cluney who wrote (69364)12/4/1998 11:05:00 AM
From: Tony Viola  Read Replies (3) | Respond to of 186894
 
Mary, WRT the latest Intel guidance about a strong 4Q, which does sound like the announcement made 11/10 as Mr Zhu pointed out, I remember you writing in the past that Intel should do a lot more in managing the press, blowing their own horn, etc. You also said something like Andy Grove was a poke you in the chest guy, albeit a brilliant, hard driving (my words) CEO. But he wouldn't go out of his way to tout the company, even when it was called for, maybe when Kurlak came out wrong for the umpteenth time. You went on to say, when the baton was passed to Craig Barrett, that maybe there would be a new paradigm (a lot of my own words here) for Intel. It seems like all the news is coming out bright or blinding, gotta wear shades, as the song said. Do you think there is new direction coming down from Barrett for Intel to blow their own horn more here?

Having said that, OTOH, I do remember Barrett coming out with some honest, tough self appraisal, like, 'if we're a monopoly, we're doing a crummy job of it.' And, the news has been pretty damn good, once the low end problem was solved by Celeron A, better news came out about Xeon design fixes, PC demand has been indicated as very strong world-wide, including Asia, PII sold out, etc., etc.

Just wondering what your thoughts were on this matter. Hey, maybe you provided the kick needed for Intel to start sticking a much more positive self appraisal out there. I like it and, still, they'd have to multiply the hype a lot to get near the horn blowing of Sun Micro, or AMD, or even Dell.

Best Regards,

Tony