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

To: t2 who wrote (21407)	4/23/1999 11:01:00 AM
From: Teflon	Respond to of 74651

t2k, I have posted many of my MSFT/ATHM/T thoughts on the ATHM Board. Please go over and take a look, and then we can continue this discussion. I believe the real negotiations will take place between T and MSFT before all is said and done. Teflon

To: t2 who wrote (21407)	4/23/1999 11:19:00 AM
From: RTev	Read Replies (1) \| Respond to of 74651

I still think they can torpedo the AT&T deal with some concessions from Comcast on set top boxes or other issues related to control. As several posters have pointed out over on the ATHM thread, the possibilities are so complex, it's difficult to predict what will happen when this consolidation is complete, but I suspect that MSFT will come out ahead in it. I suppose they could fork over several billion to help CMCSK outbid T for UMG, but I think that's unlikely. More likely is a switch by Comcast to MSFT-partner RoadRunner. RR would then get more customers and in bigger markets.