To: art slott who wrote (6385 ) 9/2/1999 12:39:00 AM From: Bruce Cullen Respond to of 13157
On/Off Topic. First let me say I am a long-term investor in (SPYG), Spyglass Inc. I am not compensated in any way by either (IATV) nor (SPYG). ------------------------- I still think this stock is undervalued -->(SPYG), notice the relationships between SPYG, GIC & ATHM. SPYG in my view does not compete with any of IATV's technology yet enhances them making IATV and SPYG complimentary to each existence, thus the same for GIC, & ATHM. Following is a bit more relationship oriented, thought driven and idea generating facts, Is anyone watching (PUMA)? (SPYG) and (IATV) provide an investment approach spread out across complimentary technologies, SPYG is a great value at these levels, the same surely goes for (IATV).. My target for SPYG (opinion) is $40/share+, my target for (IATV) is $50/share+ (I stress the idea that this is again opinion oriented ) ------------------------ Excite@Home is a global media company that provides broadband Internet service to consumers nationwide through their local cable company partners. Excite@Home named SurfWatch, a division of Spyglass, as the sole provider of filtering technology for their broadband Internet service. The SurfWatch award-winning filters will be bundled with Excite@Home's point-of-sale retail demonstrations and available for download from the @Home service to @Home subscribers. SurfWatch's filtering software can be used to manage the content being delivered to your home and can be used to limit violent sites, hate speech, gambling and sites that glorify the use of drugs, alcohol and tobacco. General Instrument, a leading worldwide provider of integrated and interactive broadband access solutions, recently teamed up with Spyglass to create the Acadia Application Integration Center. This strategic partnership acts as an addition to GI's existing Horizon Developers program and will allow GI to collaborate the efforts of their partners, customers and third-party technology companies in developing and integrating Internet cable services to advance their already powerful digital platform. GI has more than 800 installed digital systems in North America (more than 37 million households are passed by these 800 systems) and to date has made shipments of more than 4 million digital interactive set-top boxes. In further recognition of the value of software advancements in the digital cable services realm, GI has taken a 5 percent equity position in Spyglass with the option of acquiring another 5 percent. Together, Spyglass and GI plan to support software and content developers in bringing innovative applications to GI's digital interactive set-top boxes. Link: spyglass.com