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Technology Stocks : Streaming Media Companies

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To: Alx Klive who wrote (29)	4/14/1999 8:11:00 PM
From: Champolion	Read Replies (1) of 46

Regarding ACTV... They hold key relationships. That's their strength. Microsoft is successful because their marketing machine is enormous. ACTV can acquire greater marketing capabilities through Liberty Media and Fox. Finally, please consider they already won the cable industry. Indeed, Fox has a controlling stake in four of the 5 major cable operators (for Sports at least), and Fox will use ACTV's technology. So, in that field, ACTV does not compete with MSFT or RNWK. Now, note that ACTV could compete with MSFT or RNWK if they wanted. 8 of their patents are applicable to streaming media. With the support provided by Liberty, TCI, AT&T (including ATHM), and their recent association with TUNE, they could become a major competitor in no time. Am I missing something? __________ Champolion

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