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Technology Stocks : OPTV - Open TV

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To: Larry Kagan who wrote (40)3/22/2000 5:01:00 PM
From: Mkilloran  Read Replies (2) of 143
 
OPTV joint venture with IATV / ACTV.

Sooner than later IMO.

Read what ACTV CEO said in todays interview related to OPTV:
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Company Note: ACTV Inc. [IATV] develops proprietary technologies to
create programming for the digital cable television and Internet
platforms. Sales chiefly come from HyperTV, which makes software that
synchronizes TV programming with Internet content del
Company Note: HyperTV enables TV programmers to direct relevant
Internet content to customer's computers as they watch TV.

Sagecalc: Could you tell us a little more about HyperTV?

A: Today, most television programmers and
advertisers are planning how to integrate
the interactivity of the Internet into their
regular television shows and advertisements.
HyperTV, which we pioneered in 1995, is
the most elegant, simple methodology
of simultaneously combining the
interactivity of the Internet with television.
This patented process allows music fans,
while they're watching a program from the
box for example which is a division of MTV
to chat with all their other music fans
and compare opinions on a music video.
Or to read additional background information
on the video, or even to order the video.
ACTV is the most commercial company
in convergence in the world today.
We're on the air seven days a week, 24 hours
a day, doing convergence programming.
With both Viacom and Turner affiliates.

Bree T6295: 13:03 do you use ccur software
No comment.

Question: Bree T6295: 13:04 what boxes do you use sfa mot?

A:ACTV is a software application, whether
it's individualized TV or HyperTV. We're
compatible with both, have deals with both.

Company Note: The company's eSchool Online software suite creates a
virtual classroom by combining educational videos, chat capabilities,
and content from the Web on one screen. School districts in
Philadelphia, PA, Brooklyn, NY and in Georgia are among th

Question: SageCalc: What is your principal source of revenue?

Wordplay56: (7) are lbrt,optv,wink your competitors?

Today, all of are revenue is in HyperTV.
The commercialization of individualized
TV is planned for the fourth quarter of
this year.

Question: SJGM3: 13:06 do you feel a lack of respect that ACTV has not been
Question: mentioned as
Question: *SJGM3: 13:06 prominantly as Liberate, Wink or even opentv

A: I think that we have high respect for all of those companies
mentioned, and I think that we are pleased
that the sector that all of us are in is
getting attention. I do believe that ACTV's
potential and eventual market cap will merit
us being the leading new digital media
company, and that is our goal.

Question: Could you differentiate the functionality of your applications
Question: from the applications enabled on optv's platform currently
Question: enabled in europe?

Question: SageCalc: When we chatted last October with Hal Krisbergh, CEO of
Question: WorldGate Communications [WGAT], was a bit critical on ACTV's product
Question: requiring the co-location of a TV set by the computer. How would you
Question: respond to that?

Hal Krisbergh I have known for many years and have
much respect for him. The fact that there
are 20 million people that have both
a TV And a PC colocated in a room does
present a now market for convergence.
I would agree with Hal that it is a transition
market, a market which to gain experience
and that eventually as advanced digital
set-tops or the streaming video to the
backbone of the Internet move forward that
the long-term market is a convergence
experience in one device.
Currently, there are very limited one device
outlets.

Sagecalc: Are you heading toward a one box solution yourself?

A: We're already there. We're not a hardware
company, so from our point of view we
can do one device or two device it's just a
question of the General Instruments and
the MOtorola's and the technology companies
that sell hardware putting more advanced
digital set top boxes into homes. That is
not our business, we're in the software business
and we can do one device today.

Question: Do you see Microsoft competing with you in the future

A: No one ever knows what Microsoft will do.
Clearly, in the digital set top space, OpenTV,
LIberate, PowerTV are more directly
competitive with Microsoft are doing very
well. Currently, Microsoft is not a competitor
to us.
CONX4: (7) Any explaination for the nearly 50% drop in share prices since the beginning of the year?
(note: this question was not answered)

Question: Do you have any numbers on the success of Austin Powers, Stargate, or
Question: the Acters Guild awards?

A: I think all of the shows have exceeded
our partners expectations. One of the
most interesting things has been that of
the various new features that HyperTV offers
that the sense of community or chat has
been the most powerful positive. When
viewers have an opportunity in a James
Bond movie and enter a chat room and
actually chat with one of the stars.
Or teenagers who are viewing a music video
can talk with their fellow friends about
their veiws on the video has gotten an
extremely positive response.
We think that the convergence experience
is going to continue to grow and that
eventually a majority of programmers will
offer it to their viewers.

Company Note: The company's eSchool Online software suite creates a
virtual classroom by combining educational videos, chat capabilities,
and content from the Web on one screen. School districts in
Philadelphia, PA, Brooklyn, NY and in Georgia are among th
Company Note: The company's Individualized Television product lets
viewers choose camera angles, find added information, and request
instant replays from a remote control and a digital set-top box.

Question: ARM31LMM: 13:08 Do you foresee doing any deals with OpenTV

A: The middleware companies, and
every set top box must have some operating
system, are companies that ACTV
expects to work with since we are an
application. Therefore, I would see ACTV
making deals with both OpenTV And
other middleware companies.

Question: Is ABC's enhanced tv infringing on your Intellectual property?

A: We get asked that question often. We clearly
perceive of ourselves as the pioneers
in the convergence space. We are encouraged
that other big companies are moving
toward convergence as a matter of
policy we do not make public comments
patent infringement potentials, but
our shareholders should assume
that given the 19 core digital television
and convergence patents that we have
that we will aggressively maximize the
value of those patents.

Question: Could you differentiate the functionality of your applications
Question: from the applications enabled on optv's
Question: platform currently
Question: enabled in europe?

A: OpenTV's run-time applications and
overall technology offerings we like.
In particular, the picture-in-picture
application that was referred to in the
question offers sports fans some
limited additional features that we think
are of value.
However, our sports application is the
next generation of features that not only
offers viewers the ability to do full-screen
individualization but incorporates memory,
advanced sports advertising and is
by far the most compelling sports product
available today.
If one combined what ACTV does in
sports with the base level OpenTV
functionality, you have a dynamite
product.

Sagecalc: SageCalc: Why should the individual investor consider your stock

A: I think that ACTV has been in the
trenches for over a decade. If you assume
that television will become digital and if
you assume that the ability to integrate
the Internet with video will be popular
then our company will emerge as the
largest new media company in the field.
We have had, I feel, the best vision.
The best product planning and our end
result will give the family a whole generation
of compelling entertainment. In the
Internet world, many companies
emerge from the trenches to become
giants. In the digital television world,
this has not yet happened.
The huge companies in digital television
and convergence will emerge from
the trenches just like they did in the Internet.
ACTV will be the leader of those
new companies and I believe our
potential growth is unlimited.

Question: SageCalc: With the exception of BackWeb Technologies [BWEB], which uses
Question: push technology for corporate memos, pushing content has not been a
Question: great success, and played a role in the downfall of PointCast
Question: Communications. Why do you feel push technology will b

A; I consider that to be a question that
shows no knowledge of television.
In fact, when you turn on your television
set what is happening is the TV is
being pushed to you. A television is
program is being decided. It's
scripted, it's edited and sent to you.

What ACTV's hyperTV is a TV centric
approach to convergence. We are not an
Internet company. We are a convergence
and digital media comapny. In fact, by
pushing compelling content to the viewer

and HyperTV we are doing nothing more
than replicating what has been the
success of what makes TV work.
I agree with the question from a pure
Internet point of view, but ours is a radically
different model.
Therefore, we use the word push in a different
context.

Question: I noticed you signed a deal wiht a Dutch school system, do you plan on
Question: increasing your business in Europe and other continents?

A; The answer is yes, we have just finished a
follow on offering in which we raised approximately
130 million dollars. One of the use
of proceeds is to build a business in
Europe and the plans are underway.

SageCalc: Thank you for joining us today Mr. Samuels! We have been
speaking with William Samuels, CEO, ACTV, Inc. Visit www.actv.com

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IATV: ACTV INC(NASDAQ) Wednesday, Mar 22, 2000 3:08 PM EST
Symbol Last Trade
Change
High
Low
Volume
IATV
2:49 PM
31 1/4
+2 1/8
7.30%
31 3/4
29
652,500

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IATV Update
Last 32 3/8
Chg. +3 1/4
% +11.16 %
Time 16:14:00
Detailed | Real-Time


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