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To: alydar who wrote (16185)	5/6/1999 10:17:00 AM
From: JavaGuy	Respond to of 64865

All good points. My thoughts on this matter are that MSFT knows that the desktop model is dying out, they will just not admit it because their business model currently relies on it. Windows CE was not winning the hearts and minds of the industry, specifically because it is not up the consumers (sheep) to choose the software. In this case "experts" get to choose what will run the set top boxes and they are not pushing for CE. MSFT can't operate in this competitive marketplace at it's normal monopoly pace, so they panic and buy their way into sales. Pretty pathetic. I don't see T getting pushed around, it may result in a higher %age CE installments in the ST, but LT the most practical software will edge out the competition in a competitive marketplace. I heard that CE is 1/2 the size of windows 95, is this correct? With the shorter life cycle (~6 months) for this type of OS, how can MSFT keep rapidly updating that pig? More code -> better software, ya, right. JavaGuy

To: alydar who wrote (16185)	5/8/1999 2:13:00 AM
From: Mephisto	Read Replies (2) \| Respond to of 64865

First, from what I've read, recently, the future is in the set-top boxes. MSFT made a smart decision when they donated their 5 billion to the cause. But their donation will not give them exclusive rights to the set- top as Armstrong said Second, unless the government interferes "T" is the best positioned company for internet not only in the US but in other countries as well. I believe when they did their deal with IBM back in November T got access to portals in other countries as well as alliances with other international phone companies. Like you, I believe AOL may struggle for awhile so I've been selling my AOL shares. When Armstrong began to make deals last fall with IBM, Time Warner & TCI, I believed the price of AOL shares could drop dramatically because AOL would have competition. From what I've read AOL has not been included in the cable modem deals ~ so far. In the future, I imagine that AOL will strike deals with the cable operators. [Q. "Three, what will replace desktop PC?"] I admit I have not considered seriously the internet in set top boxes over cable modem. Thanks for the information! Mephisto PS: Sorry for the late response but it is hay-fever season here now!!!