USA Video Interactive (US:ASE) Message Board

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Gold/Mining/Energy : USA Video Interactive (US:ASE)

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To: Ian who wrote (1625)	8/11/1998 10:38:00 AM
From: John Hildebrand	Read Replies (2) of 1841

> New management at US seems to be focusing their technology on the education & corporate markets. Yes - and I think it's a wise thing to do. > Do you see an opportunity for them with the Cdn. residential market? Only if they're really lucky. The Cdn residential market will be dominated by Rogers and Simpatico (Canadian telco consortium), and, due to their size and history, will probably only work with the big boys. USA Video's entry will only be successful if they can establish a strong partnership with Rogers or Simpatico. > What to you think of the At-home network? See any opportunities there for US? @Home is extremely well funded and has unstoppable momentum. They will be highly successful in their core competency, which is providing content to cable companies. I don't view them as competition to, or an opportunity for USA Video.

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