Hey Champ, I don't think you understand T or Liberty. Your statements are in quotes.
"Have you noticed that AT&T or even Liberty Media never mention ACTV
in their press releases. Never a word. You, and a few other ACTV
cheerleaders always have to establish the link between what they
publish and what you think it means for ACTV."
These guys are pros. They don't advertise what they are going to do. Liberty didn't hint at putting their interactive assets into TUNE. They just made a $4 stock a $40 stock. No problem. They don't talk about their other investments either. They don't talk about Wink or Worldgate any more than they talk about ACTV. When they are ready to do something, they just do it.
"Finally, there is still a risk. The market could escape ACTV.
An HAUP of interactive TV could pop out of a dark corner shaking a
deal with BRCM, RNWK, YHOO, etc. and offer a solution that would not
be covered by ACTV's patents."
Oh, I don't know about that. If I understand the patents, nobody is going to walk through our backyard without our permission. The way Samuels has assembled our patent portfolio will probably be studied at Harvard Business School for years to come, IMO.
"I'm sure you noticed they also invested in a number of ACTV's
competitors. I think they will continue that way until the market
picks its winner. Then, they will go with that winner."
I'm not sure what you mean by this. They have invested in other ( technology ) companies that are in the same general field. No other company competes directly with ACTV. I thought you would have known that. It's like comparing investments in newspapers, billboards, and television. They're all media, but they are not all the same.
"Brief, brief, Wall Street will want to see facts before to invest
further. ( sic )
Secondly, retail investors will not support ACTV because their
business is not trendy enough (no portal, no auction, no webcast,
no on-line shopping mall, no brokerage services, etc.). I mean you
won't see as many retail investors in ACTV as in Yahoo!."
In case you didn't notice, April usage for the top 25 web sites (Yahoo included ) was flat. Have the net stocks started to peak? What could be the NEXT BIG THING, as Art would say? The only thing holding us back is the roll out of digital boxes. The pace of digital roll out will accelerate with AT&T's leadership and the impending purchase of Media One. Personally. I'd rather be invested in ACTV at this point than Yahoo or Microsoft.
"I might still be able to get back in at $12 a share."
A more suspicious person might think that you were trying to talk the stock down to $12 so you could buy it there.
Jim
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