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

To: art slott who wrote (7777)	11/13/1999 12:27:00 PM
From: mike.com	Read Replies (1) \| Respond to of 13157

I just picked up Monday's IBD to see how we stack up and here's the story: Earnings per share Strength - 19 Relative Price Strength - 99 (the highest) Industry Group RS - A Sales+Profit Margins+ROI - E (to be expected at this point) Accumulation/Distribution - A These ratings are very good. Many people pay particular attention to the RPS and A/D ratings and we shine there. ACTV is also the first company listed among the 91 Ups in the Earnings listings.

To: art slott who wrote (7777)	11/13/1999 2:37:00 PM
From: whitephosphorus	Respond to of 13157

Art I agree the fundamentals are driving the stock but Could you post your spreadsheet showing the estimates of revenues and earnings from the deals announced so far? I would find it useful to understand how ( and how large) this company will earn revenues. Feel free to make generous assumptions about take rates and revenue splits for the PPV J/V and Yeah Baby experiences. Thanks in advance

To: art slott who wrote (7777)	11/13/1999 6:57:00 PM
From: Scott S	Respond to of 13157

Art, don't shag me, man! You know what fundamentals means! By "fundamentals", I mean - earnings NOW and revenues NOW. (I don't know what there book value, cash etc. is as I have not been following it very closely.) If cash becomes available to me, I might consider IATV short-term, based on visibility for the co. that seems to be increasing. We'll see. It's an interesting story imho. Phil, if I buy an option I will let YOU know, in case you want to buy more on the dip that's sure to follow. Ed - my last post here on the stock I asked for your opinion on: I know about the preferred and plan to look at the filing this weekend, but my position there is light and it is probably just a short term play for me which I do on occasion. Sounds like they might try to make there brandname ubiquitous and then maybe a big co. will take a stake in them if that happens but that's completely conjecture on my part. I don't believe they are the only ones with that compression technology. Potentially, a kind of a Real Network type story may be the hope of longterm holders there. jmho. Good weekend all.