IATV-ACTV Digital Convergence Software-HyperTV Message Board

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Technology Stocks : IATV-ACTV Digital Convergence Software-HyperTV

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To: Jon Khymn who wrote (12644)	6/1/2001 12:03:48 PM
From: richard badauskas	of 13157

ACTV thru Intellocity is heavily involved with nCUBE to develop a video on demand system that makes TiVo obsolete. TiVo requires you to buy hardware and then lug it home, connect it and record. The nCUBE system is software based so that you need no purchase of equipment. All of the gear is at the cable provider/satellite system. All you do is activate your system with a handcontrol. The contractual terms of this relationship are confidential to the parties BUT my guess is that it has significant value to ACTV and it is happening NOW (TIVO is an obsolete concept in the sense that a better product is roaring down the pike and TIVO is worth $371M). I think that a lot of the commentary on this stock is very misinformed and affected by the bumbling efforts of ACTV PR to the point that shareholders are dumping their stock at the moment everything is coming together. In fact Intellocity is going off to do their own PR (seems that they think the PR has been lousy). This will not matter when the various parts of ACTV come together into a collection of strong revenue streams.Good luck to all longs.

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