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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (19976)	2/5/2000 6:28:00 PM
From: Joe Smith	Read Replies (1) of 57584

WinCE seems to be no competition for the likes of IATV, WINK, and the likes because these are not OS makers. They are STB application software. WinCE is direct competition specifically for WIND and LBRT who are OS makers. However, so far WinCE is acting more like vaporware and there is always the concern for MSFT reliability. Who wants to reboot their STB? Who knows, MSFT makes it right the 4th time very often so I wouldn't count them out. GIC and SFA do appear on the partners page at LBRT's web site. partners.liberate.com GIC and GMH appear on the customers page. customers.liberate.com Here is the GIC press release... press.liberate.com Thier main press release page is very nice... press.liberate.com LBRT value has been greatly depressed by the usual pump and dump that seems to go with any secondary offering. Also suffering from lock-up expiration on 1/23. Bottomed at 70 on 1/31. Rebounded a bit with everything else. This and ICGE were my best succes stories in 99. Both 10-baggers for me. I am out of both now but looking to get back in when they settle down.... WIND is a more conservative play. Boring you might say. Definitely more for the LT portfolio... After all they have Earnings...<g>

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