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

To: Teflon who wrote (18806)	3/25/1999 11:08:00 AM
From: RTev	Read Replies (2) \| Respond to of 74651

The opportunities in this market are HUGE. I agree, and it's clear that Microsoft is already heavily involved in the cable/broadband area. But I don't see that MS needs @home or T at this point in the game. They especially don't need @home if Microsoft partner Comcast drops @home in favor of Microsoft partner RoadRunner. If @home loses Comcast, then their pass-by percentage drops to 40-50% and the MS-associated RoadRunner grows to something around 40%. The big question is AT&T. Are they willing to enter into a broadband partnership of some kind with Microsoft or are they looking for more control over the future direction of things?