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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?


To: david james who wrote (8770)6/28/1999 6:10:00 PM
From: Rande Is  Read Replies (1) | Respond to of 57584
 
Interesting timeline on our Super SAM, Professor. Always best to know what is up ahead.

A few more things to consider. . .Additional movie titles converted to multi-path video. . . Animated multi-path cartoon series or other programming for use in broadband by [At Home, Roadrunner or both]. . .Video game products. . .and what about those CD-ROMs from the Learning Center? . . .And who knows how many such items will also be made available for Sega Dreamcast or Sony Playstation I or II.

In fact, who knows how many total products will be available for retail sale by Christmas? Then there is the BDE website for selling their own products. . . that is supposed to be upgraded soon. And what about Intel's deal to provide NBC with interactive television programming. Can this deal even be understood without BDE's involvement? Television is the real money behind interactive multi-path video. . . NBC really WANTS to be the leader in such entertainment. And BDE makes the programming tools needed to make such videos.

And what about Hasbro Interactive [owners of Learning Center]? When are they going to take a bite of Brilliant Digital? And what about equity investments? If you were to place a bet whether or not BDE would receive an equity investment by a major corporation before years end, which would it be? Frankly, I think that somebody like Sega, Hasbro Interactive, Intel, NBC, Sony or your Time Warner will just gobble them up before Thanksgiving.

But my hope is that they do NOT. I would much prefer the price bid up on it's own. . due to the many products, alliances and deals. . . I think we could be bigger winners, should BDE be "allowed" to stay independent and get bid up in the winter rally. . . as wise investors jump on the bandwagon. . . incredible momentum and increase in average volume, since I introduced it here under 3 bucks per share.

Stay tuned and don't touch that dial.

Rande Is