Aahh...iNEXTV (AXC) The NEXT Thing! Message Board

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Technology Stocks : Aahh...iNEXTV (AXC) The NEXT Thing!

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To: Ron Reynolds who wrote (3339)	4/1/2001 2:12:38 PM
From: Hal Campbell	Read Replies (2) of 4169

" this has more to do with my prostrate problem than anything " LOL Well the bright side of that, Ron, is you are less likely to void where prohibited by law. ; - ) Interesting discussion from all. As a shareholder, thanks. Obsession usually travels to harm ( don't WE know that), but is also usually necessary for great accomplishment. Mutation is usually disastrous, but the few that aren't result in long lasting value. Tunnel "vision" dances around psychosis, but vision can lead to fine changes. So with the simple arithmetic we all know about - that in the standard broadcast industry or movie industry costs are a given and after that the greater the audience the better ....while in the streaming industry the greater number of hits the higher the costs - why are they in this business? And, as Trenton asks, will any pure streamer ever make money(without the ancillary sales Mike mentioned)? So if it seems now that the answer is no, it also seems to me we have to ask the question of whether streaming on the web is likely to be a growing phenomenon or a disappearing one? Growing is the evident answer. Kinda looks like an economic contradiction there unless Milo Minderbinder is planning to start up a streamer. That contradiction is a real Catch 22 in this war for survival. Well for one thing we are in the midst of a genuine business spending recession that warps many of the numbers to the downside...but that aside.... If streaming is to grow while all streamers hemorrhage cash, what form will it take.? The most likely answer to me seems to be as an expected filigree to net offerings by players vying for audience. Like Qwest. And so a veteran streamer and content producer that manages to stay in play ....particularly one who can stream an acceptable picture for less ( the iNEXTV picture is no longer anything to brag about but the evidence of lower encoding rates than others is right before our eyes) might eventually see their base streaming assets and hard earned experience rise in value much more quickly than its ability to earn. Thus a takeout. Personally that's my main long term hope from here. An eventual takeover would be like a grizzled utility infielder paid much more than his numbers would seem to justify in the free agent market. If that is also the primary hope of AXC management, a tough question looms. How much more cash do they burn waiting for that day to come ...and does the simple fact of the burning weaken their position in any such distant future negotiation to too great a degree. All relative to the present extremely low price ( their web assets are presently being valued at less than zero in my opinion). Other valuation questions obvious to us all. Will the ADS sale + real estate maneuvers etc essentially cancel out the senior debt? Will proceeds exceed it? How long with the heart if this company's present value, the royalty stream, last? Will it grow? Tha saga continues. Thanks again to all for the excellent discussion.

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