Roger's 1997 Short Picks Message Board

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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Stephen D. French who wrote (4688)	8/13/1997 9:06:00 AM
From: Roger A. Babb	of 9285

Stephen, I think it is likely the industry will follow ABC's lead on HDTV. Who are the winners and losers as a result of this strategy? No new TV's, but millions of convertor boxes and TV/Internet hookups. MSFT is probably a winner. Cable companies are probably neutral (both win and lose). Network TV may be winner. TV advertising companies? Who will make the boxes? TV set makers lose. AOL loses.

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