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

To: art slott who wrote (5710)	7/27/1999 10:06:00 AM
From: Mike Fredericks	Respond to of 13157

Couple of quick comments: 1) Don't know if any of you guys bother to read the Raging Bull IATV board, but someone there is insisting that the reason that the price is stagnant at these levels is that IATV is working some sort of financing deal. I personally don't think this makes any sense because of the cash they have on hand from the Liberty deals earlier this year, and the fact that IATV says they're all ready for the roll out and that they're waiting for others in order to move. Not just that, but the TVGIA deal should bring in some revenues, although I don't have the slightest clue how much. I've basically dismissed this financing rumor as random internet noise, but wanted to ask here to see if anyone has heard anything about it. 2) I forget who it was here who said it was better to wait for the Fox Sports rollout so that there would be more digital households and thus we could report more subscribers... WGAT has 7K subscribers, and the price goes up today on the earnings report. (Ok, it could be up because the Nas is up 1.5%, but if the street hated WGAT's numbers it would be down now.). We should easily be able to pass 7K subscribers, don't you think? Reason I bring this up is that I don't see lack of susbcribers as a huge negative at this point, if the reason is lack of digital boxes. If we have a poor percentage numbers (only 0.23% of those with IATV-enabled boxes in IATV-enabled areas subscribe to IATV services) then I'll agree we're in trouble, and the more boxes you get out there the better the odds that you didn't randomly assign the existing boxes solely to people who hate IATV services. Still, I think we would not suffer any damage to stock value if we rolled out Sep 20 or whatnot and in our Q3 report state that in the first 2 weeks we signed up 3k people. If anything, the stock will shoot up solely because we rolled out. 3) I'm assuming that each sports broadcast for the interactive multi-camera tv carries with it a cost due to the extra production people at the games, etc. Anyone have any idea what this cost is? Reason I ask is I want to figure out how many households need to subscribe to IATV for IATV to cover the costs of production. Are the production costs shared at all by Fox? -Mike