Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : IATV-ACTV Digital Convergence Software-HyperTV -- Ignore unavailable to you. Want to Upgrade?

To: jmanvegas who wrote (4899)	6/15/1999 7:13:00 PM
From: whitephosphorus	Respond to of 13157

Good points save 1 250x revenues is irrelevant. We haven't sold anything and if the products are successful sales will ramp very fast. I prefer to look at market capitalization and on that score its not so bad(well at least compared with other nutty internet stocks) Oh I looked at Morecom a while back and for some reason was not perturbed. I think they have a web page....

To: jmanvegas who wrote (4899)	6/15/1999 10:32:00 PM
From: Ron Harvey	Respond to of 13157

Jmanvegas, Your post was first-rate: well thought-out, nicely supported, and articulate. You wrote, "Everyone assumes that ACTV has a lock. I don't - there are forces moving ready to surround ACTV." Beyond the evidence you cited there's AT&T's C. Michael Armstrong's keynote address to the convention, wherein he vowed to avoid exclusive contracts with AT&T's cable-TV unit's suppliers. He committed to multiple vendors in order to stimulate innovation and wants different software operating systems to "easily co-exist". One of ACTV's strengths, at least in my perception, was what I felt was a significant proprietary edge with the big players. I suspect that sellers of the stock may have reassessed just how significant that edge may be, and that includes the insiders who sold. I think that the stock may well drop lower and perhaps even have a climactic panic blowoff, which would be a buying opportunity for a short-term rebound, at least if it craters to about 8 or so and then steadies. Of course, I haven't the faintest idea if this will happen. However, the increasingly shaky unknowns surrounding this stock seem likely to cause a lot of jumping ship. Anyway, for those who are long, I hope you get a quick recovery to the teens.