Mr. Pink's Picks: selected event-driven value investments Message Board

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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments

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To: ztect who wrote (6225)	1/15/1999 11:58:00 AM
From: Ron Harvey	Read Replies (1) of 18998

Interactive TV via digital cable boxes has the dramatic potential, I believe, to become the rough equivalent of the internet story. The pressure to compete will force all cable companies to go digital in order to facilitate interactive TV entertainment and commerce. A little company named ACTV has proprietary interactive TV software and important alliances with large companies (Liberty Media, an equity owner; John Malone's TCI; General Instrument, the largest cable box producer and an equity owner; and Sun Microsystems. The stock's symbol is IATV and hit new highs yesterday and today after some solid basing. (It's bidding 5 3/16 as I write this.) There's a Web site at www.bridgenyc.com with a detailed multipage buy rec and analysis from Bridge Technologies that can be downloaded. I own some and expect to add to my position. As the interactive TV story continues to unfold and IATV gets better known as the little powerhouse that it is, I expect that longer-term holders will be well rewarded as the stock makes a steady climb into double digits.

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