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Technology Stocks : IATV-ACTV Digital Convergence Software-HyperTV
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To: The Atheist who wrote (4035)5/21/1999 11:35:00 AM
From: Charlie B.  Read Replies (2) of 13157
 
I was also at the meeting yesterday. I would pretty much agree with the other stuff already posted by others who also attended. There was an independent analyst who sat in front of me who I spoke with. Don't know who he is with and I did not get the impression he was 'big time', however, his opinion is 'this is all still just speculation until there is an actual rollout'. In other words, analysts may be waiting for the rollout before they really recommend ACTV. (IMHO)

I was surprised the meeting ended before anyone could ask about the rollout date, almost seemed as though they wanted to avoid the issue. I made a point to speak with Chris Klein (sp) to try and nail him down on this. When I asked when the Fox rollout would occur, he responded with 'It really doesn't matter'. My initial reaction was surprise, but he quickly explained & put me at ease. He said it will definately happen but it is not in their hands. He said something like now or little later really won't matter. He also said, in my words, that ACTV is a pimple compared to AT&T, and in his words, They are rolling out the red carpet for us and treat us like gold.

As was already mentioned, they want to roll out nationally, that is the reason for the delay.

Bill is a great speaker and was pumped. Some of his comments were 'this is a core break-thru in the industry'. He also said something like 'billions of dollars in revenue' and to look at this stock for the next 10 years.

My summary: I wouldn't be surprised if the rollout doesn't happen until the 4th quarter, but I really won't mind now. They are VERY confident they will be huge and their products are well protected and better than anything else out there. I have been a stock holder for almost two years now with 6000 shares. NO WAY I will selling any time soon.

Chuck
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