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

To: Teflon who wrote (22173)	5/5/1999 4:14:00 PM
From: RTev	Read Replies (1) \| Respond to of 74651

Here's an article that was posted a while ago in the ATHM topic by that master of telco tech, Frank Collucio. It deals at length with Microsoft's TV-centered investments. pennwell.shore.net [In an FCC hearing on digital must-carry, the Microsoft representive told the commission], "DTV services will embrace far more than just audio, video, and closed captioning....It will raise new possibilities regarding when content can be carried....Program-related data might not always be carried in real-time, [which] could have profound implications." Qwest's fiber network may one day interconnect video servers over a large area, giving anyone with an Internet connection access to high-quality video streams from all over the country or perhaps the world. The author suggests some other Microsoft moves suggest a different view now prevails in Redmond. He says of that possible change: That would be a missed opportunity, because Microsoft could be a potent advocate for expanding bandwidth, growing its market by re-orienting software toward the management of bandwidth abundance and counter-balancing the local telephone companies' continuing refrain that bandwidth is limited and the country has to live with it. ... ...If Microsoft really wants to play a positive role in uniting DTV, computers, and the Internet, the company must be an advocate for more bandwidth.

To: Teflon who wrote (22173)	5/5/1999 4:15:00 PM
From: Sir Francis Drake	Read Replies (1) \| Respond to of 74651

OK - I now feel good about the TA showing an up day for MSFT tomorrow. Today's Nasdaq action pretty much sealed the situation. Everything I touched today (and I imagine that's true for every trader), turned to gold. I bought SFE at 68, it's at 78 - and I'm holding it longer term (Thanks, Teflon!!!!), I'm holding a huge chunk on NITE overnight (trading it today was just excellent), and I'm holding 2K of MSFT for an overnight trade - I'll probably sell it tomorrow, but I'm holding on to my long term MSFT. Ladies and Gentlemen, it looks like the FED will not raise rates, inflation seems under control (Beige book), we could see some return to the high growth stocks. Wishing for the best! Morgan