LBRT is becoming the next Microsoft...
According to this analyst:
Michael Graham, an analyst at Robertson Stephens who recently initiated coverage of
Liberate with a ?buy' rating, compares the company's strategic position in the ITV industry
to that of Microsoft (NASDAQ: MSFT - Quotes, News, Boards) in the PC market. In a
recent report, he wrote: ?We believe the company's position is analogous to Microsoft's
position in PC software, where Microsoft established a dominant platform (Windows) and
then established some dominant applications (MS Office).?
Interesting article about interactive TV you might want to read: www.individualinvestor.com/tbd/anfdt_frm.asp?ff_id=4621
A quote mentioning LBRT:
Liberate has been attracting a number of heavyweight partners and customers, including Cox Communications (NYSE: COX - Quotes, News, Boards), DirecTV, Cable & Wireless and US West as well as large consumer electronics manufacturers, such as Sony (NYSE: SNE - Quotes, News, Boards), Philips (NYSE: PHG - Quotes, News, Boards), Scientific Atlanta (NYSE: SFA) and General Instrument.
Partnering is the key ingredient for success in this space. LBRT is poised for success either as a takeover or as an independent.
Well it didn't take long to get my order filled...am I still welcome on this board?
Good luck,
Eric |
