The problem with you, my friends, is...
...that you are very good at deceiving each other.
Managing expectations...is the key.
I understand that you would like to make a killing, quick and then
run.
Now, it does not work that way.
ACTV currently has hundreds of potential competitors. You know some
of them, but you ignore many more.
DIRECTRIX INC
21ST CENTURY TELECOM GROUP INC
CNET INC
UNIVIEW TECHNOLOGIES CORP
KNOLOGY HOLDINGS INC
CLASSIC COMMUNICATIONS INC
INFINITY BROADCASTING CORP
INFINITY MEDIA CORP
TELEWEST COMMUNICATIONS PLC
WORLDWIDE INTERNET MARKETING INC
BROADCAST COM INC
CFW COMMUNICATIONS CO
CHANCELLOR MEDIA CORP OF LOS ANGELES
Etc.
Obviously, I did not even list their foremost competitors...
So, what will make the difference?
As ever, the market will make the difference.
Gemstar has been first to market, but has lost its vision.
Can IATV make it?
Yes, of course...
Will IATV make it?
Time will tell...
The point is that you should stop praying for a quick run.
I mean you should stop hoping for:
- Microsoft buying the company
- The company making $M before the end of the year
- Elvis becoming part of ACTV's management team
- The Pope giving an on-line concert using HyperTV
- RNWK buying the company
- AOL buying the company
- Yahoo! buying the company
- CMGI buying the company
- My dog buying the company for $100,000M in cash
- Etc.
Right now, Wall Street has to decide if ACTV's management can be
trusted. Their latest Proxy Statement raised a few eyebrows.
Within the next two weeks, the Street will decide if IATV's market
potential can sustain the level of greed that has been exposed.
Once this decision is made, IATV will trade back up.
Until then, IATV may go up or down...maybe more down than up...
However, I believe ACTV will be the market leader two years from
today.
__________
Champolion |
