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

To: RTev who wrote (22299)	5/6/1999 9:52:00 PM
From: John F. Dowd	Respond to of 74651

To All: Words like this do me ol' 'art good, "Just as Microsoft has published APIs (application program interfaces) and had an open environment for their operating system, that will be true in the interactive TV arena of publishing APIs as well," he said. That may be good news for software developers eager to create a new class of games, browsers and other programs that build on the new platform. But it is bad news for Microsoft's rivals and detractors who contend the Redmond, Wash.-based giant has abused its current monopoly position. Among the losers are Sun Microsystems Inc. <SUNW.O>, which makes set-top box software, and America Online Inc. <AOL.N>, which was shut out of the multifaceted deals struck by AT&T, MediaOne Group Inc. <UMG.N>, Comcast Corp. and Microsoft. "Sun and AOL are the ones put on the bench," said Rob Enderle of Giga Information Group. "It's clear they don't have the funds or the resources to play at this level." Enderle, who coined the term WinT&T, said there was still room for a major hardware company like International Business Machines Corp. <IBM.N>, Compaq Computer Corp. <CPQ.N> or Hewlett-Packard Co. <HWP.N> to establish a strong position on the hardware side. Armstrong stressed the cable industry "will continue to own and control the architecture" for set-top boxes and advanced services, and said operating environments would remain open. I love the part where it refers to losers. Well what they can't achieve in the business arena they might try and rectify inside the beltway in 5 yrs. whenthey realize what has hit them. Judge Jackson's head must be spinning about now as Gates and Armstrong move at the speed of light. JFD

To: RTev who wrote (22299)	5/6/1999 10:12:00 PM
From: Stormweaver	Respond to of 74651

Good links, read most of them tonight. I don't find the pokes against CE well founded. Most of us currently use windows PC's to access the NET and run our applications because it's the best desktop solution wrt user friendliness, price/performance, and variety/power of applications. CE is just a scaled down version of that; perfect for a scaled down PC (set-top box). MSFT is the largest software vendor, with a ready to go set-top solution, and has it's hands in some big telco's now including the #1, #3 and #7 U.S. cable providers. As Lehman said, this is MSFT's to win or lose.