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To: Jing Qian who wrote (8460)	4/23/1999 2:59:00 AM
From: E. Davies	Read Replies (1) \| Respond to of 29970

What benefit does MSFT get to mess up with AT&T? Microsoft is sitting on sums of cash beyond imagination without the slightest idea as to what to do with it except to just keep buying stuff related to the future of technology. I'm sure they were very happy to have their piece of the MSFT/Comcast/UMG/RR group which might have been a dominant force in internet delivery. Suddenly AT&T has smashed the dream. I could easily imagine MSFT forking over another few billion $ to help Comcast top T's offer. I wonder if we will see UMG trading above either offer price in expectation of an all out bidding war. Eric

To: Jing Qian who wrote (8460)	4/23/1999 7:03:00 AM
From: Peter Y. Hsing	Read Replies (1) \| Respond to of 29970

No way MSFT will bid for UMG--I don't think they want to OWN the cable infrastructure, MSFT just wants them to utilize their tech, i.e. software, etc. MFST's investment in CMCSA/K was to put some cash into upgrading the cable plant and roll out broadband cable. MSFT's ultimate agenda is--same story--to get everyone to use MSFT-developed tech. MSFT has their hand in every pot--recent investments in international cable cos like TCLI and UIHIA are case-in-point.