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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (51734)	5/25/2001 1:33:13 PM
From: Wendisman	Read Replies (1) of 57584

On interactives....not all have participated in the latest movements....LDIG was one of them, and a better one than most when it comes to their overall interactive participation.... One of the keys is their arrangement through Liberty Media on the broadband access with ATT&T....I believe they've been guaranteed 13-15 channels in the broadband arrangement....now, the trick will be filling those channels with programming (good programming).... They also have some arrangements with UPCOY in Europe, but I'll need to read more on that before I can make a judgement. I like their DMX/AEI revenue stream while they work on the interactive market....will probably be a few more years before interactive is mainstream, but this is a great time for the likes of LDIG to firm their market participation/subsidiaries/alliances....being associated with Liberty Media is also a huge plus in my book....especially when Liberty is spun free from AT&T. LBRT has not found much movement in the market....possibly because they are losing market to the likes of TIVO through patenting or otherwise. They have some class actions against them, but who doesn't these days? This is not to say I am an investor in LBRT yet....just watching for now. LDIG is my current baby. Hopefully, I can tuck my shares (quite a few) away and be the buy/hold guy that I like to be....yeah, in this market, buy/hold is a fantasy. Wes

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