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Technology Stocks : IATV-ACTV Digital Convergence Software-HyperTV
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To: The Atheist who wrote (5793)8/2/1999 10:26:00 PM
From: Mike Fredericks  Read Replies (1) of 13157
 
From the analyst "ACTV was mentioned by TV-Guide during their second quarter conference call as the developer of interactive software to be included in an interactive upgrade which will be downlinked to some 2 mill. digital cable subscribers by Oct 15 of this year.

Ok, hate to bring this one up again, but I thought that TV Guide Interactive's customers were not all digital... I thought that they had 2 million total customers, mostly analog, but after reading biz.yahoo.com it looks like they are all digital customers.

Looking at biz.yahoo.com, GIC shipped 840,000 digital boxes last quarter, so the 2 million digital clients makes sense.

Positive - if TVGIA is all-digital, then IATV isn't sharing the interactive advertising with any silly analog company. Odds are reasonably high that we're not sharing it with anyone since nobody else has been mentioned (except SRCM in the negative).

Negative - the excuse that "there aren't enough digital boxes out there" doesn't fly with me if we don't roll out Fox Sports in 3Q. If there are 2 million TVGIA customers, there should be more than 2 million boxes out there. Texas isn't a small state, there should be at least 200k digital boxes in Texas by now and that figure should be growing every day.

2Q numbers should be out any day now... I guess that's when we'll find out when Fox Sports will come out... 'course with all the darn NFL holdouts who's gonna want to watch football?

-Mike
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