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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (8288)9/20/1999 9:51:00 AM
From: Mike 2.0   of 78911
 
Many on this thread looking for internet shorts...

How about Quokka QKKA is a recent IPO that has been justifiably flat. The company offers "digital sports coverage" (can't you tell by the name? :-)...but all the content is out of the mainstream sports (auto racing is only thing that comes close to mainstream interest). I see no way these guys will ever gain rights to broadcast mainstream sports content.

Perfect example: You want football? (I do :-) There is no better website than going to the source, www.nfl.com. As bandwidth gets wider, NFL.com can offer more video clips etc. than they do now. They currently offer a live gamebook which is a text page being updated with play-by-play in real time. Wider bandwidth means they could offer some clips of the last big play, etc. Quokka and other fledgling sports ventures will be on the outside looking in. No options yet for this one but I hope there will be soon, before stock languishes below 5...

JMO...*O* :-)
Mike
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