Thank you Jim, for your comments...
It's truly nice to find someone who is willing to discuss without
insulting who has a slightly different opinion.
I just want to clarify a few things.
1. I believe AT&T/Liberty invested in other companies that plan to
provide the same type of services ACTV is advertising.
I was not talking about AT&T's investments in RNWK, @Home, TCI, etc.
2. You think they say nothing because they are smart. However, I
don't think it works that way.
When Microsoft wants to control an emerging market, they invest in or
buy the company leading this new market. Then, they make sure
everybody knows about their investment or purchase.
It's a way to say: "No need to try, we are in that one too, and you
would waste your time trying to outspeed us."
3. A few weeks ago, ACTV announced they would base HyperTV on the
Java TV API. I know Java from a professional standpoint, and I can
tell you this API is not even 6-month old. To me, it seems to say
that ACTV's advance in the field cannot be that large. Sure, they
certainly have much more experience than most of their competitors,
but the right people and the right tools matter most.
Besides, if you visit the JavaSoft Web site, you will realize ACTV
is never mentioned. On the other hand, OpenTV is mentioned
repeatedly. Why?
4. You said:
| A more suspicious person might think that you were trying to talk
| the stock down to $12 so you could buy it there.
I would buy it there because of the patents. Not because they cover
the whole field of applications, but because they cover a fair chunk
of it.
Yet, I do not believe I can "talk the stock down to $12." ACTV is
currently driven by institutional investors, who do not listen to my
advice, generally.
Thank you for your well put answer,
Cheers,
__________
Champolion |
