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To: Black-Scholes who wrote (43376)	7/27/1999 1:31:00 PM
From: DiViT	Respond to of 50808

NASDAQ Short Interest: AT Home - Churchill Downs IN 07/26/1999 Dow Jones News Service (Copyright (c) 1999, Dow Jones & Company, Inc.) 7/15/99 6/15/99 %Chg AT Home s r 14,537,724 14,908,090 -2.5 At&T Can B Dep Rec 147,759 26,591 455.7 ATI Technologies Inc 7,744,201 7,421,403 4.3 Atlantic Coast 1,482,901 1,274,759 16.3 Atmel Cp 5,892,726 5,312,891 10.9 Atmi Inc 372,191 385,301 -3.4 Audiohighway.Com 325,874 294,737 10.6 Aura Systems Inc 397,305 411,763 -3.5 Auspex Systems 282,344 267,430 5.6 Autobytel.Com Inc 1,208,838 1,123,717 7.6 Autocyte Inc 221,929 45,115 391.9 Autodesk Inc 2,505,095 1,950,111 28.5 Autoweb.Com Inc 752,336 969,080 -22.4 Avado Brands Inc 4,662,450 4,560,343 2.2 Avanir Pharm A 1,623,302 1,492,112 8.8 Avant Cp 915,590 1,012,157 -9.5 Avatar Hldgs Inc 507,205 537,011 -5.6 Avid Tech Inc 724,283 731,217 -0.9 Aviron 2,880,836 2,650,599 8.7 Aware Inc 2,905,438 2,386,387 21.8 Axent Tech Inc 534,130 330,306 61.7 Axys Pharmceutical 284,667 356,623 -20.2 Aztec Tech Ptnrs 58,134 384,905 -84.9 B E A Systems Inc 3,894,442 3,956,495 -1.6 B I S Y S Gp The 864,216 892,967 -3.2 B M C Software 10,276,215 10,480,830 -2.0 B S B Bncp Inc 50,831 165,236 -69.2 Baan Co N.V. 11,680,998 12,806,681 -8.8 Ballard Power Sys 578,822 681,470 -15.1 Banco Galicia Ads 1,378,780 933,441 47.7 Bank Plus Cp 839,784 584,344 43.7 Bank United Corp 563,847 483,836 16.5 Barnesandnoble.Com 2,410,546 1,939,424 24.3 Barnett Inc 140,223 278,891 -49.7 Be Aerospace Inc 282,905 345,663 -18.2 Bebe Stores Inc 981,331 867,809 13.1 BED Bath & Beyond 2,630,109 2,966,612 -11.3 Beringer Wine Est 1,644,416 1,481,378 11.0 Best Software Inc 484,850 222,137 118.3 Beyond.Com Corp 4,275,121 3,535,914 20.9 Bid.Com Intl Inc 401,634 357,475 12.4 BIG Entertain Inc 1,223,371 1,087,332 12.5 Billing Concepts 523,286 682,144 -23.3 Bindview Dev Corp 368,263 215,938 70.5 Bio Tech Gen Cp 4,131,267 3,558,007 16.1 Bio-Plexus Inc 263,579 241,754 9.0 Biochem Pharma 2,442,475 2,273,851 7.4 Biogen Inc s r 2,753,889 2,537,414 8.5 Biomet Inc 1,370,150 1,530,573 -10.5 Biospherics Inc 438,904 324,291 35.3 Biotime Inc 2,679,634 2,749,805 -2.6 Black Box Cp 262,597 293,258 -10.5 Blue Rhino Corp 716,663 816,465 -12.2 Bogen Commun Int 381,090 418,470 -8.9 Bolder Tech Cp 410,774 413,985 -0.8 Books-A-Million IN 4,518,347 4,020,816 12.4 Boron Lepore&Assc 42,226 196,461 -78.5 Boston Life Scienc 839,605 827,402 1.5 Bottomline Tech Inc 302,187 305,473 -1.1 Brightpoint Inc 3,057,128 3,053,531 0.1 Brio Technology 387,829 373,581 3.8 Broadcast.Com 631,175 483,000 30.7 Broadcom Corp Cl A 1,148,693 938,708 22.4 Broadvision Inc 1,318,682 1,465,180 -10.0 Brocade Comm Sys 635,451 288,898 120.0 Buca Inc 265,033 105,300 151.7 Buffets Inc 1,674,789 1,513,923 10.6 Burr Brown Cp 193,510 307,807 -37.1 C B T GR Plc Adr 103,795 265,298 -60.9 C D Radio Inc 1,686,701 1,833,188 -8.0 C D W Comp Cntrs 798,415 732,378 9.0 C I E N A Corp 4,225,395 4,075,933 3.7 C M G I Inc 7,455,716 7,223,954 3.2 C N S Inc 435,710 427,364 2.0 C O L T Telecom Adr 876,020 479,363 82.7 C O R Therapeutic 540,323 544,861 -0.8 C S G Sys Intl 711,212 729,173 -2.5 C-Cube Microsys 1,570,206 1,483,004 5.9 C-Phone Corp 480,695 491,860 -2.3 C2I Solutions Inc 167,308 544 p Cadiz Inc 280,735 261,437 7.4 Cambridge Tech 2,782,425 2,707,297 2.8 Canandaigua Brd A 542,506 201,903 168.7 Candela Cp 436,212 294,591 48.1 Caprock Comm Corp 270,897 67,005 304.3 Cardima Inc 349,056 406,550 -14.1 Careinsite Inc n 246,479 0 ... Carematrix Corp 1,704,204 2,014,813 -15.4 Carolina First Cp 326,016 254,169 28.3 Carrier Access Cp 2,029,445 1,344,063 51.0 Casella Waste Sys 1,411,919 1,167,190 21.0 Cbrl Group Inc 1,951,830 1,883,962 3.6 CCC Info Svcs Grp 441,370 444,512 -0.7 Cdnow Inc 3,878,906 3,075,667 26.1 Celgene Cp 890,508 1,571,495 -43.3 Cell Genesys Inc 559,073 177,298 215.3 Cell Pathways Inc 1,353,482 1,167,112 16.0 Cellnet Data Syste 2,411,807 2,498,504 -3.5 Cellstar Cp 2,439,421 2,459,848 -0.8 Centocor Inc 5,289,352 5,823,723 -9.2 Central Garden 699,703 704,385 -0.7 Century Bus Svcs 2,645,580 3,208,712 -17.6 Cephalon Inc 1,771,052 1,791,492 -1.1 Cerner Cp 1,580,336 1,391,378 13.6 Charming Shoppes 1,561,987 1,365,491 14.4 Charter One Finl 2,889,862 3,209,590 -10.0 Check Point Software 963,619 1,078,801 -10.7 Checkers Drive IN 857,671 538,816 59.2 Checkfree Hldg Cp 1,875,295 891,967 110.2 Cheesecake Fact 642,288 631,008 1.8 Cheniere Energy IN 10,876 119,274 -90.9 Chico's F A S Inc 249,878 245,446 1.8 Chiron Cp 3,550,501 4,217,435 -15.8 Chromatics Color 3,719,641 3,587,630 3.7 Chronimed Inc 365,738 48,098 660.4 Churchill Downs IN 556,818 521,243 6.8 (END) DOW JONES NEWS 07-26-99 11:22 PM

To: Black-Scholes who wrote (43376)	7/27/1999 1:43:00 PM
From: DiViT	Read Replies (3) \| Respond to of 50808

Goodbye to TV As We Know It: Thanks to smart new VCR-like machines from Silicon Valley, the viewer is king, media moguls are fretting, and advertisers are terrified. Brent Schlender 08/02/1999 Fortune Magazine Time Inc. Page 219+ (Copyright Time Inc. 1999) It beggars belief that a revolutionary gadget launched from the valley of digital hype--a technology that promises to transform TV at least as much as cable and satellites have--could somehow slip in beneath our radar. Maybe it's because we Silicon Valley journalists are so fixated on Internet startups, IPOs, and e-everything that we forget lowly consumer-electronics devices can be cool too. Or maybe it's lousy marketing on the part of TiVo and Replay Networks, the rival startups promoting this technology. They've been so busy trashing each other's nearly identical products that they haven't even settled on a name for what customers quickly agree are amazing gizmos. I'm talking about a genre of TV set-top box that has been called the PVR (personal video recorder), the PTV (personal TV), the TVHD (TV hard disk), and more whimsically, the Time Machine. (Check out FORTUNE's contribution to the name-that-puppy debate in Joel Dreyfuss' review of the TiVo and Replay machines in this section. He dubs them DVRs, or digital video recorders.) These boxes, which look nondescript and retail for $500 and up, are a cross between a PC and a VCR, without the complexity of either. A DVR incorporates a hard-disk drive, a modem, and silicon circuitry. It converts TV programs entering your home via cable, satellite dish, or antenna into digital bits (up to 30 hours' worth) that the hard drive can store for you to view at your convenience. Thanks to the modem and computer smarts, the DVR provides up-to-date, annotated, interactive onscreen listings of what's on TV this week. With a single click of the remote, you pick what you want to see now or record for playback later. The DVR even sets its own digital clock. Sounds like a fancy digital VCR, doesn't it? The DVR is far more than that--though it lacks the VCR's ability to play pre-recorded tapes. It's a Trojan horse that could surprise couch potatoes, gadget makers, media moguls, and advertisers with radical change. For viewers, it offers convenient control over when you watch your favorite shows. What's more, because the DVR records whatever you have on, it makes watching live TV more like viewing a tape: When the phone rings, say, you can pause the ball game to take the call, then pick up where you left off. For consumer-electronics makers, the DVR not only breathes new life into the television set but also promises to spawn multibillion- dollar markets for products that combine the smarts of computers, the interactivity of the Internet, and the easy familiarity of TV. The effect on broadcasters will be greater still. If DVRs catch on-- Forrester Research of Cambridge, Mass., predicts that 13% of U.S. households will have one by 2004, an adoption rate faster than that of VCRs--they will force TV stations and networks to rethink how they schedule and distribute programs. That's because, yes, DVRs let you skip commercials with ease. Advertisers will feel added pressure to come up with ads "sticky" enough to keep viewers from zapping them. The boxes raise fascinating questions, says computer-industry columnist Stewart Alsop, my FORTUNE colleague whose day job is as a venture capitalist. His firm, New Enterprise Associates, in Menlo Park, Calif., is a primary backer of TiVo. "What is the function of a broadcaster if it no longer controls when people watch what it airs?" he wonders. "What is the relationship between broadcasters and advertisers if viewers have the option of skipping the ads?" Small wonder that Replay Networks founder Anthony Wood spends much of his time negotiating with business-development guys from companies like CBS, Disney, Matsushita, and Sony, which fear being caught flat- footed by the DVR. It's why he hired former Hollywood TV production exec Layne Britton as his right-hand man. It's why General Electric's NBC was so curious about DVRs that it leaped at the chance to become a TiVo investor. The idea of storing video on hard drives is nothing new. It is attractive for the same reason it's nice to have music on CDs rather than tapes--the quality is high, and you can jump from track to track without having to rewind or fast-forward. Years ago a Silicon Valley startup called Frox tried to build a smart TV that could pull off the feat, but it was stymied by costly and inadequate chips and hard disks. Now digital video compression and huge, cheap hard disks make it practical to store video as if it were a massive computer file. Wood ran up against technology limitations when he tried to start Replay six years ago. Instead he fired up an Internet software startup and sold it to Macromedia in San Francisco in 1995. In 1997 he bolted and started Replay with the proceeds from the sale. "It was strictly a hardware concept," he says, "but by early 1998 we realized that the network service that goes with a DVR is what could provide the real revenue stream." This is, finally, what differentiates a DVR from a VCR: The former is a service, the latter, just a box. A DVR has a two-way connection, so TiVo and Replay can provide you with customized listings, personalized services like home shopping, and easier pay-per-view programming. The two-way connection also lets advertisers learn about your habits and direct targeted advertising your way. To get a sense of how ambitious all this may be, consider some applications that the geeks at Replay and TiVo are coming up with. In the next year, some cable and satellite channels will begin broadcasting electronically scrambled movies during "dead time" after midnight. DVRs will record these for unscrambling and viewing later. If the customer who orders a movie actually watches it, the box notifies the Replay or TiVo network server, which bills him and pays the broadcaster. If the customer never gets around to watching, he isn't charged. DVRs also make it possible for users to order custom channels that collect, say, every episode of Friends or that scan news programs for segments about particular sports teams or companies. The downloaded channels could be sponsored by advertisers, whose logos might float in a corner of the screen or who might send along interactive ads. TiVo and Replay also envision that DVRs will merge with other devices. Sony has plans to make TVs with DVRs built in. Panasonic will soon produce Replay machines with built-in DVD players. Cable operators are thinking about replacing set-top boxes with DVRs. The DVR is likely to outgrow its Silicon Valley roots to become the first consumer-electronics hit of the millennium. Unlike Microsoft's WebTV, TiVo and Replay realize that while many people use computers, most prefer to watch TV. Says TiVo co-founder Jim Barton: "Sure, there's hard-core technology in these boxes, but this isn't the computer industry riding in to save TV. We just want to make it easier for people to find something decent to watch."