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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?


To: steve harmon - analyst who wrote (1826)6/7/1999 5:00:00 AM
From: mike.com  Read Replies (2) | Respond to of 4337
 
iatv - i believe broadband internet may drive valuations for companies in
this space as at&t, aol, and more all compete for the tools and
technologies for this next-generation internet experience


I agree.

with iatv alrady in tci's camp (with at&t) i don't know if iatv's value will
be realized since it appears to be already in their fold


Well, you're forgetting the individualized TV aspect is in partnership with Fox which is owned by News Corp. Rupert Murdoch needs this technology as much as John Malone.

revenue is thin and earnings non-existent

Doesn't that describe every internet company before the internet was commercialized? Interactive TV doesn't really exist yet, but it will and it will be big. Mark my words. Wait, don't mark mine, mark these from the Soundview analyst: "Based on the above considerations, we believe ACTV has the
potential
of becoming a multi-billion market cap company during the next
few
years. Based on the prospects of immediate opportunities and the
long-term potential of ITV and HyperTV, we would conservatively
put
ACTV's valuation at 1 Billion, with significant upside potential."