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

To: RTev who wrote (22460)	5/10/1999 2:17:00 PM
From: Teflon	Read Replies (1) \| Respond to of 74651

RTev, I hope you enjoyed your weekend. I tend to stay away from posting on Saturdays and Sundays -- simply too much golf to play and too little time!!! The Board seemed to have some great discussions over the last couple of days, I am still getting current on all the posts... Regarding AT&T wireless: 1) Rumors that I am hearing suggest T is focusing their wireless platform on mainly mobile voice communications with some limited data access if the market warrants it (email, etc.). The main body of T's focus in the data market is being concentrated in the cable infrastructure. I think this could change at any time, however, depending on the market dynamics in the future. I expect we will get further insight into T's wireless strategy after the press coverage of this MediaOne deal dies down. 2) MSFT definitely made a play on T's wireless systems. The big question is, however, what came of it? I have not been able to find any discussion of the potential terms of an arrangement on this front. Both sides have been quiet regarding any material wireless negotiations they may have had. I am sure T downplayed the importance of wireless data services in their negotiations as it would have brought more attention to that market regardless of T's real intentions. 3) The wireless market is a funny beast. Half of the telecom world thinks it's a voice only medium with no real data application payoff in the real world. The other half (like NXTL) is betting their future on the viability of a wireless data service platform. I believe in the latter. I doubt MSFT was able to get much out of AT&T on the wireless front for the simple reason that T has not made much of a fuss about their true wireless strategy. Hopefully, MSFT has some vehicle built into this new relationship that will afford it the opportunity to explore this opportunity once T shows its true colors. Regardless of T's true wireless strategy, I do not expect MSFT will get a majority share of the business (as much as I would like to see MSN the default ICP on T's platform). Teflon