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To: Holger Johannsen who wrote (6640)1/10/1998 9:59:00 AM
From: Ben Antanaitis   of 64860
 
Holger,

I don't think so. His statement is consistent with the ones made at the analyst's meeting they held a month or so back. It is consistent with the statements made after the last quarterly report also ie we aren't experiencing the same levels of growth or income from the Asian parts of our sales efforts, but we are a 'worldwide' corporation and Asia is only a portion of our market.

This has been said before, on several times and in several arenas, and, in my opinion, that is why the stock price fell from the mid 50's
to where it recently bottomed.

Ben A.

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To: Ben Antanaitis who wrote (6643)1/10/1998 10:30:00 AM
From: Dwight Taylor   of 64860
 
New here.. what is Sun's interest in the PDA/HPC arena? This is where Windows CE has an edge and an area I believe MSFT does not dominate.

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To: Loren who wrote (6641)1/10/1998 10:53:00 AM
From: Gottfried   of 64860
 
Loren, *** OT Vector Vest ***
For the benefit of threaders considering VV's stand-alone
software, let me expound: I do not subscribe to VV because
of the cost (about $550 for daily updates for a year).
They do have a bargain-priced $30 trial that lasts 5 weeks.
There are 3 key measures for each stock and for each industry
group. They are value, timeliness and safety. Easy
to understand and the computation is hidden from the user.
Screening for stocks or industry groups is a snap. You can
ignore the buy/hold/sell recommendations and set your own
screening criteria.

The VV method is much easier than conventional TA. How effective
it is will depend on the user. I just want to say if anyone has
the $30 and the time, he should buy the trial and then form his
own opinion. Another reason I did not subscribe is that it
recommended selling my favorite stock, AMAT. They were right,
I was wrong.:(

Respectfully Gottfried

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To: Gottfried who wrote (6645)1/10/1998 11:59:00 AM
From: Magnatizer   of 64860
 
I can't believe noone is mentioning the attack on SI. This was due to a problem with the MSFT operating system correct? Just a thought. Wonder what Mr twister has to say about it?

Newbie,
David

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To: Holger Johannsen who wrote (6640)1/10/1998 12:10:00 PM
From: Carmine Cammarosano   of 64860
 
Holger, "all that matters is the bottom line."...wrong, if business is done in local currency, then expenses are also lower...my point is that you have to look at the overall picture...if Sales are translated back to US dollars that does not equal a smaller bottom line(profit), because expenses(afterall business is done in local currency)have to be translated into US dollars and that counter balances the negative effects of a strong US dollar...in addition, there is hedging of the currency and lower component costs for SUNW's products...another way to look at this is if all manufacturing was done in the US and the product was sold in Asia, then I would be worried...in this latter case expenses remain fixed and income shringes from a strong currency...most important is profit margins and %market share...if a company keeps up with R&D, and keeps business expenses under control, market share will be maintained or grow...this will translate into good unit sales and profit margins will not suffer...profits will continue...

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To: John Chen who wrote (6636)1/10/1998 1:10:00 PM
From: DiViT   of 64860
 
TCI Selects Microsoft Windows CE for 5 Million Digital Cable Set-Top Devices

01/10/98
PR Newswire
(Copyright (c) 1998, PR Newswire)


LAS VEGAS, Jan. 10 /PRNewswire/ -- Tele-Communications Inc. ( TCI ) and Microsoft Corp. (Nasdaq: MSFT) today announced that they have signed an agreement under which TCI will license a version of the Microsoft(R) Windows(R) CE operating system for a minimum of 5 million digital set-top boxes. This agreement gives TCI an operating system that enables high-quality video and sound, as well as new interactive video services. This version of Windows CE has been developed for the television environment, with integrated support for Internet content and technology from WebTV Networks Inc. Microsoft and TCI expect that Windows CE will be available for the advanced digital set-top devices that TCI will begin to deploy in late 1998 or early 1999.

"This deal positions the cable industry as leaders in developing and offering new interactive content and services," said Dr. John C. Malone, chairman and CEO of TCI . "Microsoft will play a key role to help get us there. This deal represents a first big step toward a high-volume strategy. Our customers will soon enjoy high-quality pictures and sound, along with exciting new data services and programs."

The nonexclusive deal is consistent with conditions and specifications currently outlined by CableLab's OpenCable initiative. TCI may work with several software companies to deliver its enhanced digital cable television network. "This agreement is beneficial for everyone: consumers, video and data content developers, Microsoft and TCI ," said Craig Mundie, senior vice president, consumer platforms group at Microsoft. "This will jumpstart the development of new types of enhanced programs and services for television. Microsoft and TCI have been working for quite some time toward a vision for high-speed data networking and interactive video services. We look forward to the deployment of these new services to consumers."

About Microsoft

Founded in 1975, Microsoft (Nasdaq: MSFT) is the worldwide leader in software for personal computers. The company offers a wide range of products and services for business and personal use, each designed with the mission of making it easier and more enjoyable for people to take advantage of the full power of personal computing every day.

Microsoft and Windows are either registered trademarks or trademarks of Microsoft Corp. in the United States and/or other countries. Other product and company names herein may be trademarks of their respective owners.

/NOTE TO EDITORS: If you are interested in viewing additional information on Microsoft, please visit the Microsoft Web page at microsoft.com  on Microsoft's corporate information pages./


/CONTACT: Saturday and Sunday only - Sue Barnes, Waggener Edstrom, 888- 872-6608 - cell phone; Starting Monday - Sally Julien or Sue Barnes, both of Waggener Edstrom, 408-986-1140, or sallyj@wagged.com, sueb@wagged.com, both for Microsoft; or Pam Avery, AMG, 303 433-4922, for TCI / 11:57 EST

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To: Magnatizer who wrote (6646)1/10/1998 3:31:00 PM
From: Kashish King   of 64860
 
Nobody is talking about it because it's no surprise. Microsoft's brittle security is not only responsible for taking down SI, but thousands of other systems that we don't here about. I would like to see Sun approach SI with a competitive offer. Clearly SI is not a Windows-only service and they would be better served with Sun products.

wired.com 

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To: DiViT who wrote (6648)1/10/1998 3:32:00 PM
From: J. Plesha   of 64860
 
I guess wasn't happy just having the DOJ after them. Now they want the SEC. Deal sounds very fishy to me.. I guess if I own a billion worth of TCI they would use my software too. :-)

Joe P.

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To: J. Plesha who wrote (6650)1/10/1998 3:40:00 PM
From: Kashish King   of 64860
 
I guess if I own a billion worth of TCI they would use my software too.

I don't think that's necessarily true in this case. Despite public posturing, nobody knows Microsoft's software as well as Microsoft itself. One would have to assume they are quietly relieved that such a major investment is in now in the hands of a modern, secure and reliable technology.

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To: Kashish King who wrote (6651)1/10/1998 3:56:00 PM
From: J. Plesha   of 64860
 
Honestly, I am now going to be afraid of using the TCI tv set box service because of the OS.:-( I don't want to rely on Mr. Softie to do the right thing, because they won't. They will do the profitable thing (no matter how slimey). Just an opinion.

Joe P.

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