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

To: RTev who wrote (22174)	5/5/1999 4:28:00 PM
From: Teflon	Read Replies (1) \| Respond to of 74651

RTev, I actually think the answer to the author's conclusions are quite simple: MSFT was trying to make the best of what reality has to offer today - slow congested phone lines that offered limited broadband potential. Having worked in the industry for years and watched on multiple occasions the RBOCs and cable MSO's talk out of both sides of their mouths about broadband strategies, I can tell you that for the past three or four years its been all talk and no action. And MSFT was faced with a marketplace that was need moving in the broadband direction any time soon. So at the time, it had to deal with market realities, getting the most out of restricted bandwidth. Not until AT&T came along (actually, its been all Mr. Armstrong) did the broadband game get serious. The RBOCs don't know what hit them. And now that broadband is looking more and more likely in the near term, I fully expect MSFT to jump on board. Mr Gates is very aware of what this market potentially means to MSFT. Teflon