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Technology Stocks : IATV-ACTV Digital Convergence Software-HyperTV
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To: art slott who wrote (5605)7/21/1999 12:45:00 PM
From: Mike Fredericks  Read Replies (2) of 13157
 
Maybe now, but for a long time you didn't.

Do you say this because I feel that the interactive mutli-angle camera thing will be a better near-term success than hypertv, or for other reasons?

You still don't imo have a good handle on the partnership commitments.

Just curious why you say this?

Flash back to a couple months ago where every single AT&T press release was posted here along with a comment at the top saying "This is us..." or "This is good for IATV..." when the release didn't involve IATV at all? Ditto every ATHM release. That has faded fortunately. But at the time, I objected strenuously to posters making comments like this. I think that they understand/understood the partnership agreements far less than I.

$5 Billion from MSFT is going to weigh more on AT&T's plans than the 10-15% of IATV owned by LMG. I think that LMG will look to IATV first to handle their interactive needs, but if IATV can't deliver they won't hesitate to look elsewhere. I also question Malone's judgement if he's holding IATV back at this point...

I think that TVGIA deal would be good since it's definitely shipping out, and the Horse Racing deal has great potential because people love to gamble. However, what are the revenue-sharing arrangements here?

Too many questions for my blood.

-Mike
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