Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Lizzie Tudor who wrote (22147)	5/5/1999 2:36:00 PM
From: Teflon	Read Replies (2) \| Respond to of 74651

Actually, here's how I view Armstrong's comments: 1) MSFT and SUNW will both provide software for all the settop boxes throughout T's cable systems, with MSFT definitely winning a majority of the deployments due to some little long lost clause in the Investment Agreement that T and MSFT sign. 2) MSFT will still dominate the settops in the Comcast systems due to there $1B investment, and this is even better than before due to Comcast's purchase of 2MM subs from T in this Media One deal. 3) ATHM and RR are merged. Done deal. Armstrong said, and I quote "this arrangement with Media One and Comcast will only strengthen our relationship with TWX." This is great news, especially since Comcast will sell some of its nonvoting stock in ATHM to T in this deal. 4) Gut feel on this one, but I believe MSN will get prime placement on the ATHM/XCIT network as part of this new AT&T/MSFT relationship. I am starting to think my AOL investment is becoming more of a "COME BET" (it's a Craps term, folks) than ever before. Bullish stuff for MSFT and ATHM. Teflon