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Technology Stocks : IATV-ACTV Digital Convergence Software-HyperTV

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To: art slott who wrote (493)3/2/1999 5:30:00 PM
From: Steve Hausser  Read Replies (1) of 13157
 
ATHM which now costs $40 monthly will become basic tier for a reason. In order for e-commerce and interactive advertising to explode, EVERYONE must have Internet access. This is all part of Malone's plan. I have been saying that ACTV can achieve ATHM numbers recently. I believe it can be done, will be done and that Liberty EXPECTS it to be done. Leo Hindery has often said that "Everyone one is going to get a digital set-top box whether they want one or not".
Don't surprised to see some kind of deal between ATHM and ACTV.
Steve Gelsi is very aware of ACTV.

"AtHome CEO sees service-fee dip
E-commerce, advertising revenue to take up slack

By Steve Gelsi, CBS MarketWatch
Last Update: 4:18 PM ET Mar 1, 1999

AtHome is promoting "seamless interfaces" between TVs,PCs, pagers, and hand-held computers. Web access on TV is "not about typing in RL's" for Web pages, but instead providing "data-enhanced video."

"The (digital) set top box is about a TV-like experience," he said. "It's about accessing the Web and putting it into an easy-to-use context."

NEW YORK (CBS.MW) -- At Home CEO Tom Jermoluk said Monday he sees his
firm's service fees "trending toward zero" as e-commerce and advrtising revenues grow. Jermoluk predicted At Home (ATHM) would offer a free version of its online shopping and information service
to its cable TV subscribers, instead of the existing $40 monthly service fee.

At Home will probably still offer some upper-tier services for a fee, but it will grab more e-commerce and ad revenue seen as the Web shifts to broadband capabilities, he said."
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