Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mike Fredericks who wrote (7767)	11/13/1999 5:40:00 AM
From: Steve Hausser	Read Replies (1) \| Respond to of 13157

Broadband Social Effects Gather Attention By FRED DAWSON November 15, 1999 ......Malone, at the Center for Communications' "Annual Award Luncheon," articulated the dimensions of what is at stake as broadband takes hold. "This technology is revolutionizing society as we know it, and it's changing virtually every business as we know it," he said. The advent of streamed video over high-speed networks, combined with cheaper and bigger local storage capacity, will "revolutionize advertising and marketing and will change the dynamics of the cable and broadcast infrastructures as we see them today," Malone added. "Hold onto your hats," he said. "If you look at what's coming, what we see now is just the tip of the iceberg." multichannel.com

To: Mike Fredericks who wrote (7767)	11/13/1999 8:18:00 AM
From: SBerglowe	Read Replies (2) \| Respond to of 13157

Mike, Theoretically, what you are saying is interesting and may have merit. I know you more than anyone on this thread has studied the compensation plan. A couple questions: Is it a direct payment plan or is it deferred. Can the payment be in unissued stock or in options. Are you sure it is a 'cash' payment? I think the revenues down the road could be "huge". We all may be months certainly, or years early on this, but witnessing Scott S's frustration at not being in the stock, and knowing "what I know", I choose to remain patient to allow the revenues to catch up with acceptance of the technology. don't become monofocused here.

To: Mike Fredericks who wrote (7767)	11/13/1999 11:06:00 AM
From: Sipowitz	Read Replies (1) \| Respond to of 13157

Mike, good points. I have been a holder for 4 years and there have always been 2 things that have pissed me off: 1) The number of shares outstanding. 2) The compensation plan that you mentioned. Yes, options should be given not CASH! We, as share holders need to have this as the number one priority to be addressed at the next share holders meeting! * Just my opinion. As long as the stock goes up you won't hear me complaining too much, but if the Street starts to get weary of the Management Compensation, you guys won't be able to shut me up. I have too much cash tied up here to let a couple of GREEDY B@stards cost me my retirement!

To: Mike Fredericks who wrote (7767)	11/13/1999 12:57:00 PM
From: art slott	Respond to of 13157

Mike, that may not be a bad idea for those like you who own less than 50 shares (sarcasim not intended). But the real investors have other considerations, not the least of which are the taxes we will owe. >>SO, my official advice, not that anyone is going to listen, is to hold the stock long until the quarter in which we have our next big run up. May be 4Q probably will be next year some time. Then whatever you do, do not hold the stock the day earnings are announced. Sell 2 days before hand. Earnings will come out, the stock will drop due to the huge non-cash charge, then you can buy back in the next week and ride the stock up again. Seems like a no-brainer to me. <<

To: Mike Fredericks who wrote (7767)	11/13/1999 1:01:00 PM
From: art slott	Read Replies (1) \| Respond to of 13157

If the stock hits 100 who will care? Anyway, to use one of Ralph Kramden's favorite expressions: "A mere bag of shell." (See my next post). If the stock runs to 100 and everyone here makes 50x their initial investment, I don't think anyone is going to care if the execs pocket $68 million dollars (not counting the stock they own and their stock options). They'll be wealthy folks because it was their idea. However, unless they change their compensation plan so it's not tied to market cap (ie they issue normal stock options) the compensation and associated non-cash charges are going to be a collar on this stock.