ITV has reached the radar screens of Barron's Roundtable readers today with Art Samberg and Mario Gabelli trying to talk sense to John, single-digit-growth, Neff
.....Q: Any trends you'd care to mention?
Samberg: Broadband access -- that's something Mario
probably knows more about than I do. I'm sure he'll talk
about AOL and Time Warner at some point, because that's
what broadband is???..
???On the equipment side
I mentioned Broadcom last year as an ASIC semiconductor
provider to cable modems. The stock's been terrific.
JDS Uniphase
interactive.wsj.com
is an optical-component supplier that fits into that
area.
Interactive TV-talk about another trend that's just going to
sweep the country in the next two or three years. It's finally
here, and has something to do with the AOL-Time Warner
deal. Gemstar International Group, which is slated to buy
TV Guide, is another company we own and like. In the
music area, Viacom has this MTVi, which is going to go
public sometime this year. Viacom is a cheap stock. Then
there's wireless application protocol, or WAP, a big
buzzword in the wireless data business.
Gabelli: Why don't you go over that? It's an extraordinarily
exciting area.
Samberg: You're going to be able to do amazing things
with your cell phone. I wish I could mention a few
company names. They will come public this year, but
they're not around yet, the enablers. But it is standardized
protocol to enable your cell phone to do just about
anything-hook up to a wireless data network, pull down
your portfolio. And this stuff is all price-deflationary. |
