SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : IATV-ACTV Digital Convergence Software-HyperTV
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Larry Kagan who wrote (13074)4/26/2002 11:36:52 AM
From: richard badauskas   of 13157
 
I accept your point about the promising long term future of interactive TV BUT how and when this all happens is very much up in the air (or should I say is crashing to earth at this time). Look at all of the major players MSFT looks technically very ill (they also shuttered a chunk of their interactive TV effort this week, Adelphia "ADLA" is in all sorts of strife (including a legal class action suite), Liberty "L" stock price looks set to fall of a cliff like MSFT, GMST stock price is locked into a panicked downward spiral (I could go on and on).

I think that we are headed for a major washout (may even re-visit the September lows of last year). This will present a host of opportunities. I suspect that we may see lots of interesting new challenges in the interactive sector. New competitors in the satellite sector and small upstarts such as WOWTV (who promise free digital TV transmission) could end up wrecking the current IMHO overpriced fee structure currently charged by the current major players. This may explain why valuations in the interactive sector are under constant panic attacks by nervous sellers.

With all of this panic going on it is difficult for a minnow like ACTV to get any traction.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News