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Technology Stocks : IATV-ACTV Digital Convergence Software-HyperTV
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To: art slott who wrote (6171)8/19/1999 11:20:00 AM
From: Mike Fredericks  Read Replies (2) of 13157
 
Mike, what is your problem? You treat ITV as if its a zero sum game. Fox will do business with more than one ITV company.

Art-

I know Fox will do business with more than one ITV company, since they've signed contracts with 2 (IATV and now Wink). Way back a couple months ago when I was dividing up the future ITV market among the various players, I had hoped that IATV would be able to leverage its contacts and connections with certain companies (most notably, AT&T, TCI, LMG, and Fox). The Liberty stuff seems to be going strong, but I'm dissapointed that AT&T went with Wink for their interactive advertising. TVGIA is going to use IATV for at least part of their interactive advertising, so it's not like our software won't support interactive advertising; AT&T chose Wink for some other reason (don't know what... perhaps the analog software can hit more boxes now?). When Fox also announced it was going with Wink, that was a downer also. It's not the end of the world. For example, I fully expect MSFT to land NBC. After all, MSFT and NBC have already collaborated with MSNBC. Yet, some other company could come and take the NBC contract or part of it. Who knows. And there are plenty of other networks out there (ABC/Disney/ESPN and CBS, plus zillions of cable channels --- IATV has already mentioned that they are testing with CNN) so it's not like losing Fox is a death knell. Just disappointing. Call me greedy.

-Mike
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