IATV-ACTV Digital Convergence Software-HyperTV Message Board

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Technology Stocks : IATV-ACTV Digital Convergence Software-HyperTV

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To: Mike Fredericks who wrote (5410)	7/7/1999 1:34:00 PM
From: SCOTT HEIMAN	Read Replies (3) of 13157

Mike: I am perplexed with this preoccupation over the "roll-out date"! Many have built up this single event as the Holy Grail for ACTV. It is a non-event because only the most poorly prepared investor does not KNOW that this product will be introduced sometime in 1999. Investors who have drawn this line in the sand of 9/99 are setting themselves up for a needless disappointment. The official launch date is tied to the number of digital STB's that are installed. If that number is not large enough to produce reliable marketing data, the launch date will be postponed. How is this a disaster? Is FOX going to switch horses mid race? NO! Is any competitor going to be in consumer's homes sooner? NO! ACTV is built into every box that goes out the door. That will not change. What will drive this stock is penetration rates. If they rush to launch the product before reliable data on this can be produced, they could do PERMANANT damage to the stock and the company. JMHO. Scott

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