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To: Black-Scholes who wrote (80779)	5/12/1999 10:38:00 PM
From: Gary Ng	Read Replies (1) \| Respond to of 186894

Black-Scholes, Re: Do you think AT&T, a company much larger than INTC In what sense do you mean by larger ? Gary

To: Black-Scholes who wrote (80779)	5/12/1999 11:15:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

BS - Re: "if you don't think set-tops are here" Do you have a set top box? Paul

To: Black-Scholes who wrote (80779)	5/12/1999 11:52:00 PM
From: Diamond Jim	Read Replies (1) \| Respond to of 186894

"AT&T, a company much larger than INTC" Are you sure?

To: Black-Scholes who wrote (80779)	5/13/1999 1:49:00 AM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

<Mr. Engel - if you don't think set-tops are here, then you're on another planet.> Personally, I think the video game console will be the next set-top box. The next-generation models will have DVD built-in (well, at least Playstation II and the next Nintendo). Plus they'll include support for 56K modems, so they could include some rudimentary e-mail and/or web-surfing capabilities. Then perhaps later models can include cable TV, cable modem support, and maybe even writeable DVD's to finally replace VHS VCR's. My vision is a little far-fetched, but hey, it could happen. By the way, Mr. Scholes, if you think set-tops are going to replace PC's, then ask yourself why game consoles like Playstation and Nintendo 64 hasn't killed off the PC gaming market segment. Tenchusatsu

To: Black-Scholes who wrote (80779)	5/13/1999 4:36:00 AM
From: nihil	Respond to of 186894

AT&T -- historically dumbest of the dumb, owes $80 billion and paying $4,100 for the average purchased cable customer. Remember, this is the company that gave up its ownership and most royalties on the transistor (1956) in exchange for being allowed to keep its partial control of POTS. It then gave up control of local service to be allowed to play with computers (1982). Then it spun off LU and NCR and kept the rest of the mess. They always get it wrong. Any time a RBOC wishes, it can string a cable to every house (it owns a right of way to almost every lot.) Remember AT&T is locked into an obsolete wireless system. AT&T owes as much as Cisco's capitalization (well, almost as much). Cisco owes nothing. Long-distance will be "free" in a couple of years (VoIP). N.B. I own no T (a little ATHM).