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Technology Stocks : IATV-ACTV Digital Convergence Software-HyperTV
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To: Champolion who wrote (2329)4/19/1999 10:51:00 PM
From: Bruce Cullen   of 13157
 
Champ,

I agree with that assessment, one thing to add. I feel the sector rotation may be including the potential of the telecom and communications area's. We still need more consolidation and there are a few ripe takeover candidates. I feel that IATV may do this early due to the fact that it's place in this new digital frontier locks itself in to all of the sectors mentioned prior. I feel the one's to watch are those that are not actually technology but more like "needed communications" and usefulness in a growing global network.

The earth is getting smaller, I made a mistake once (or more) regarding a telecom company I follow, I admit it, but I was a bit overexcited... anyway you know the one. I am being fed rumors about many more events leading up to a global network and needed consolidation for this new digital and telecom structure to work in stereo.

These are some thoughts to ponder over, if you are a fund manager I feel you would have to consider this development and take in what you can that is ripe for revenue growth.

If IATV is positioned as some of the anals. are saying for 50 million revenue by end of 00 then I would expect that figure to need an additional 30% added on ==> thus 65 million.

Hey at least I got another Price Objection correct (IATV=17+)
(Off Topic-Watching (PRTL))

All best,

~B~
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