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

To: The Atheist who wrote (5793)	8/2/1999 3:17:00 PM
From: Skywatcher	Read Replies (1) \| Respond to of 13157

MediaOne and Time Warner Cable Close System Trades Totalling Nearly 520,000 Customers MediaOne Gets Massachusetts, New Hampshire Systems; Time Warner Cable Receives Ohio, Maine Properties Additional Trade to Close Later this Summer ENGLEWOOD, Colo. and STAMFORD, Conn., Aug. 2 /PRNewswire/ -- MediaOne®, the Broadband services unit of MediaOne Group, and Time Warner Cable, a division of Time Warner Entertainment and Time Warner Inc., have closed the majority of a previously announced agreement to trade cable properties in the Northeast, Southeast, Midwest and West, the companies said today. Time Warner has received systems from MediaOne with about 270,000 customers in Ohio and 10,000 customers in Maine. Time Warner Cable is Ohio's largest cable provider, with more than 1.2 million current customers prior to the close of the trade. MediaOne has received systems from Time Warner Cable with about 240,000 customers in Massachusetts and New Hampshire, plus an undisclosed amount of cash. MediaOne is New England's largest Broadband services provider with 1.5 million customers after the close of the trade. The companies signed a definitive agreement in February as part of ongoing strategies to cluster cable systems in the most operationally efficient manner possible. The February agreement also included the trade of MediaOne's system serving about 70,000 customers in Palm Desert, Calif., for Time Warner's system in suburban Atlanta Ga., serving about 71,000 customers. The close of that portion of the trade will occur later this summer. Time Warner Cable owns and manages the world's most advanced, best clustered cable television operations, with 80 percent of its more than 12.9 million customers in systems of 100,000 subscribers or more. It is a division of Time Warner Entertainment. MediaOne, the nation's leading Broadband services company, provides entertainment, information, and communications services to about 5 million customers. MediaOne Group (NYSE: UMG - news) is one of the world's largest broadband communications companies, bringing the power of broadband and the Internet to customers in the United States, Europe and Asia. The company also has interests in some of the fastest-growing wireless communications businesses outside the U.S. For 1998, the businesses that comprise MediaOne Group produced $7.1 billion in proportionate revenue. On May 6, 1999, the company entered into an agreement to merge with AT&T. chris analyst seems to be putting the brakes on this one today chris

To: The Atheist who wrote (5793)	8/2/1999 10:26:00 PM
From: Mike Fredericks	Read Replies (1) \| Respond to of 13157

From the analyst "ACTV was mentioned by TV-Guide during their second quarter conference call as the developer of interactive software to be included in an interactive upgrade which will be downlinked to some 2 mill. digital cable subscribers by Oct 15 of this year. Ok, hate to bring this one up again, but I thought that TV Guide Interactive's customers were not all digital... I thought that they had 2 million total customers, mostly analog, but after reading biz.yahoo.com it looks like they are all digital customers. Looking at biz.yahoo.com, GIC shipped 840,000 digital boxes last quarter, so the 2 million digital clients makes sense. Positive - if TVGIA is all-digital, then IATV isn't sharing the interactive advertising with any silly analog company. Odds are reasonably high that we're not sharing it with anyone since nobody else has been mentioned (except SRCM in the negative). Negative - the excuse that "there aren't enough digital boxes out there" doesn't fly with me if we don't roll out Fox Sports in 3Q. If there are 2 million TVGIA customers, there should be more than 2 million boxes out there. Texas isn't a small state, there should be at least 200k digital boxes in Texas by now and that figure should be growing every day. 2Q numbers should be out any day now... I guess that's when we'll find out when Fox Sports will come out... 'course with all the darn NFL holdouts who's gonna want to watch football? -Mike