NTN Communications, worth 185 million? Message Board

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Technology Stocks : NTN Communications, worth 185 million?

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To: June who wrote (2915)	11/22/1999 9:00:00 PM
From: Rich Genik	Read Replies (3) of 2985

Hi June, This sort of explains why there apparently will be no new NTN/AOL contract: biz.yahoo.com FOCUS-Electronic Arts and AOL in online games deal (adds analysts' and CEO comments, details throughout, closing stock prices, previous New York) By Therese Poletti SAN FRANCISCO, Nov 22 (Reuters) - In a bid to become the world's top provider of video games online, Electronic Arts Inc. (NasdaqNM:ERTS - news) agreed to be the sole supplier of games to America Online Inc. (NYSE:AOL - news), the No. 1 Internet service provider. [...] But we see NTN up a whole bunch today on huge volume. Obviously there are some speculators out there. - could NTN be one of the "Infrastructure Additions" mentioned? This is possible in light of the fact that NTN has a rather high profile on AOL as a brand, winning many top 50 or 25 or whatever awards in past years. - could this signal the entrance of monthly in-home subscriptions for online games at the range of $10/month? NTN has the experience in online gaming and has the tested largest online library. NTN and a partner yet to be named (yahoo rumor is "yet = this Wednesday" but I never take much stock in those forecasts) could provide a competing service without demanding AOL sign-up. Anyone want to venture a guess that it's msn.com? msn has been offering these $400 "rebates" on computer packages provided you sign up for a long term deal. NTN might make a good fit. In addition, they state in the article that online revenue will be around $50-70M. Hmmm... Disclaimer: All of the proceeding is baseless speculation. Other comments on the source of the huge run today are welcome. Cheers, Rich$

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