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Technology Stocks : Seac - Seachange New IPO

SEAC 3.350

-4.3%

Oct 22 10:15 AM EST

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To: Ron who wrote (326)	11/12/1999 12:31:00 PM
From: PeterBurgess	Read Replies (1) of 431

AEA Conference interview is now available. vcall.com The RadioWall St interviewer concludes with - "this is a story that needs to be told". Interview with CEO Bill Styslinger focusses on ITV. Market opportunity for "movies on demand" is about $1b (100m potential cable tv households x 50% subscription rate x ($1000/stream -> $200/stream)). Sees significant revenue ramp in q2 2000. 4 announced trials/deployments (TWX, Telewest, Guandong, Rogers). Unannounced agreements with 5 other companies to deploy itv next year. As Jerry Levin (chairman of TWX) says - this is not a trial, this is a deployment. we have already tested the business model and it works. BUT even bigger opportunity is the transformation of the interactive, on-demand medium to offer both the ability to surf comprehensive media libraries to view material of interest, and to engage 'bots to personalize the tv experience for you -- showing you news, sports, and weather items of interest to you, then moving on finding new movies/shows for you.

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