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Technology Stocks : Data Broadcasting Corp. (DBCC)

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To: Dale Baker who wrote (1322)	6/20/1998 4:04:00 PM
From: esecurities(tm)	Read Replies (1) of 5102

>>but I have to question the idea that an 800-pound >>gorilla like AT&T would care about a mouse like >>CBS.MW. Let's be realistic. ....the same reason an 800-pound gorilla like Disney would care about a [internet eyeball] mouse like Infoseek...in addition to the fact AT&T would then have a [substantive] piece of CBS... "...the efforts of at least two major networks-NBC and ABC-are being hindered by the soaring cost of entry and the diminished value of their brands in a universal interactive spectrum that produces megabrands like the $2 billion Amazon.com out of thin air. 'There's no question the big guys are waking up and trying to get in the business before it gets away from them, even though no one knows what the Internet will become in five years,' said a high-level meida executive. 'They're in overdrive trying to figure this out. They want to grab scale in a medium that is growing by leaps and bounds and that plays by different rules.' The most likely point of entry for the networks would be a deal with one of the existing Internet operations that are positioning themselves as gateways or 'portals' through which large numbers of consumers pass on their way to the wider world of the Internet...All of these players are increasing their role as content aggregators, solidifying a role in which they deliver the most eyeballs in the online world...'There is going to be a very active deal environment the next 18 months that could change the media and telecommunications landscape considerably,' said a prominent industry deal-maker who asked not to be identified. 'Somebody is going to have to gulp if the networks want to get into the game.'..." *source: &copy [June 8] 1998 Crain Communications Inc. emonline.com AT&T [and CBS.MW] would be wise? to enter into, at least?, an investment [pre-IPO private placement?] strategic alliance given these issues in addition to AT&Ts existing [wireless] alliance with DBC, CBSs partner in CBS.MW...

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