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

To: Eqmx who wrote (5364)	7/2/1999 11:58:00 AM
From: Mike Fredericks	Read Replies (1) \| Respond to of 13157

What do you think the FOUR, even FIVE, if we include E School, revenue streams will each bring to ACTV? You are the analytical one, do the math, be conservative. E-school: token revenue. It's more a "feel good" app that gets good publicity and lets us try out our technology than a revenue source. The others, you may not like my answer, but I'm going to say zero. Zero dollars until the products roll out. When I see them roll out, I'll let you know. Would be nice if IATV put out any sort of release with dollar values attached to it. Justification for my $0 answer is that if IATV doesn't get it's act in gear NOW, the market will pass them by. This market is going to be huge, but there are so many other players (including some big boys like MSFT) that IATV needs not just patents and not just the best technology, but the ability to deliver that technology to the end user. Don't think John Malone won't drop us like a hot potato if he feels we can't deliver. Ask me again after the 2Q results are released and I get a chance to see whether they still target 3Q as a rollout date for a revenue-producing product. Many people have done the type of analysis you want, just read old posts on the thread. I'm assuming you're looking for the X #of subscribers * $Y revenue per subscriber per month sort of formula. To me, this doesn't matter if they can't prove that they can get their product out the door. I'm concerned that they're supposed to release Fox Sports in 90 days or less, and there has been no press release with a definitive date. The lack of STB's aren't the problem any more, if you believe the STB makers numbers on how many digital boxes they've shipped, so at this point, the only one to get credit or blame (depending on what happens) is IATV. -Mike