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


To: hoffy who wrote (5009)6/17/1999 7:59:00 AM
From: whitephosphorus  Read Replies (2) | Respond to of 13157
 
Made contact with ACTV

Spoke with them twice yesterday and, with the usual disclaimers about
management, came away with the following points:

1. The GIC ad deal is not being focused on properly. It has the
potential to revolutionize the way TV advertising is done.
2. Fundamentals are not good they're great.
3. insider selling in NO WAY reflects the bullishness at the company.
4. Samuels sales were more like 15% of his holdings, not the 40%
reported by Bloomberg. Of course, he has bought an apartment and needs
to pay for it. Other significant insiders did not sell.
5. Totally puzzled why Worldgate says what they say. There was a story
that WGAT said Tuesday they they would be the exclusive interactive
software in the next generation of set tops. this is preposterous, says
the Company.
6. Remember the individualized TV product already in the boxes is not
even related to Worldgate.

Conclusion: I feel much better now. Bear raid may be over.