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

To: Sir Francis Drake who wrote (21909)	5/1/1999 4:27:00 PM
From: cgraham	Read Replies (1) \| Respond to of 74651

You should send them your resume!

To: Sir Francis Drake who wrote (21909)	5/2/1999 1:14:00 PM
From: lazarre	Respond to of 74651

Sir Francis, Suspect that your scenario might have crossed the minds of one of these players with a paranoid, er, I mean heightened awareness of their enemy. With Microsoft's recently inked confidentiality thing-a-majig with Media, I figure that won't happen. But, by golly, I thinks its the best plan, yet, for a MicroSoft playbook in this whole affair. L

To: Sir Francis Drake who wrote (21909)	5/2/1999 2:14:00 PM
From: RTev	Read Replies (1) \| Respond to of 74651

At least, Microsoft could walk away from this with much more control of RoadRunner, the cable-internet service in which it is already a partner. MediaOne is now the managing partner in RR. My guess is that T would love to get rid of that possible regulatory roadblock to their purchase of UMG. Selling that part of UMG to MSFT would grease the slide for T's purchase. That one (and only) part of the business fits well with Microsoft's core competencies. Along with their recent DSL and long-lines fiber investments, and with Comcast's cable households added to the mix (but without UMG), it would help MSFT create a significant broadband presence. I suspect that both AOL and Paul Allen would see the same possibilities, however. Microsoft's advantage is that it is already a partner in RoadRunner.

To: Sir Francis Drake who wrote (21909)	5/2/1999 6:00:00 PM
From: RTev	Read Replies (1) \| Respond to of 74651

Here's a nice summary of the issues in the AT&T/Comcast battle for MediaOne. It concludes that RoadRunner and @home could be combined without regulatory interference. I'm still not convinced of that -- especially because it's a conclusion in the trust-loving Forbes -- but we may have a chance to find out real soon now. At Home & RoadRunner merger would be messy but legal forbes.com ... As analyst Cynthia Brumfield of Broadband Intelligence in Bethesda, Md. says: "This power struggle between top cable operators could give Microsoft the firm entrée into the industry that has thus far eluded the would-be cable power. If Comcast wins, Microsoft wins." If AT&T wins, however, Microsoft loses. ...