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Technology Stocks : IATV-ACTV Digital Convergence Software-HyperTV

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To: wlcnyc who wrote (12499)4/22/2001 11:24:23 PM
From: richard badauskas  Read Replies (1) of 13157
 
I think that this news is very important to the future of ACTV. Phillips (and many others) must have been following the Spot On trials in Colorado with AT&T. Do you think that they would have signed this deal if the trials had not gone well? I assume that they went very well.

We have now gone international with this technology and also have access to the European market for interactive TV. I do not have a clue about valuing the future cashflow of this deal BUT would hazard a guess that it will substantially re-rate the value of ACTV. This will also flush out a lot of shorts as their bearishness was predicated on a lack of substantial news in the near future. Good luck to all longs (Monday will be interesting).
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