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To: KJ. Moy who wrote (8639)4/26/1999 10:45:00 AM
From: Jing Qian  Read Replies (1) | Respond to of 29970
 
There is an interesting article on WSJ today. Bill Gates, Steve Case and Paul Allen
all had conversations with Comcast's CEO and AT&T's CEO over the weekend.
There is no indication that Comcast will get help from these three.


That's right. Comcast must be on its own this time. Bill Gates and Paul Allen don't want to alienate Armstrong by picking Comcast's side.
So they won't help Comcast join the bidding war. AT&T is still a giant that even MSFT must think twice about dealing with them. Bill Gate still want to sell a lot of Win 2000 to AT&T. Steve Case won't get into the fray. Steve wouldn't gain much advantage by buying a small stake in UMG, but if Steve does so, he is gonna make Armstrong real mad. Steve is smart enough to avoid that. So, the matter of the fact is simple: If AT&T really want UMG, it can get it.