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Technology Stocks : IATV-ACTV Digital Convergence Software-HyperTV
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To: Eqmx who wrote (5132)6/22/1999 12:05:00 AM
From: Jerry Rockwell  Read Replies (1) of 13157
 
The Probelm with MS,

Is that the gorilla has to be reckoned with.

Obviously they have strong convictions on Interactive TV just like every other endeavor they have.

My view:

Actv has the edge since they have been in this since what 1989, 90 ?

Of course they have always till now been under capitalized. Now they have the funds they need to go. Unfortunately they are now also fairly governed by LMGA on how to do it. (Reading their agreements with same).

Microsoft is not sitting still. And they have plenty of money and programmers to catch up.

If ACTV doesn't get recognized and proven within the next 12 months I think we can forget about how long they've been in it. First to succeed here is the key.

MS failed to drown Intuit because their product was so sold to the public and they loved it. Hell, MS even tried giving MS Money away for free to kill Intuit. Didn't work.

Now if Inuit hadn't already been a well known product I don't think anyone would remember what they even made. Unfortunately that's the way it is. MS commands an undeserving following.

I had an Amiga back in 1989, before Windows existed, that could format a disk while downloading from compuserve and type a letter all at the same time on a computer with 8 megs of memory .. Does it matter today ??? No . It's dead. No one wrote software for it.

So Technical superiority does not guarantee profits.

Again, don't think I am down on this stock. I have owned it (now down to 7,000 shares) since 1992. But I firmly believe they have 12 months or less to make it.

There will be too much competition after that.

JMO.

Rocky
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