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

To: SBerglowe who wrote (7898)	11/19/1999 2:06:00 PM
From: Bruce Cullen	Read Replies (1) \| Respond to of 13157

Hmm any other guesses for an IATV close, today will be quite a finish either up or down, I would have to suspect up, but then again it's IATV... one never knows for sure... mostly when Insiders trade the way they do. (BEAR): Well Let's just say I like it! Bruce

To: SBerglowe who wrote (7898)	11/20/1999 5:52:00 PM
From: SBerglowe	Read Replies (2) \| Respond to of 13157

From Ragingbull message board: An interesting analysis especially in the light on the "hot offering of Open TV coming on Tuesday: By: whitephosphorus Reply To: 7674 by OnlyProfits Saturday, 20 Nov 1999 at 1:30 PM EST Post # of 7709 Try thinking about it like this.... All the excitement around LBRT and OpenTV are focusing attention on the interactive/tv/convergence business. This sector is poised to rock like the internet sector did starting 3 years back. We are JUST STARTING. Awearness is as yet dim but growing rapidly. Don;t forget to throw in TVGuide as well. Some suggest the numbers here could even be bigger than the net because of the pervasive presence of ad $$ in broadcast and the benefits to defining and enhancing and individualizing those ad messages in a fragmenting world. ACTV has a 1.3bb market cap...nothing against the potential market size. Now as to competition. First, our interactive software is being shipped NOW in GIC, SFA and Pioneer settops. LBRT and OpenTV are NOWHERE in the US (could ewvolve like GSM vs TDMA/CDMA in cellular). The next generation settops starting to ship have our convergence software inside as well. We are integrated with TV Guide and Headend in the Sky (HITS). I actually believe the TVG/GMST interface could be the operating system in this country with NO need for LBRT or OPTV here. This integration gives uas the ability to address virtually the entire digital set top ,arket (6mm and growing rapidly) from day ONE without ANY additional headache by the cable ops. Check the news...we are going into test with Liberty Digital, Showtime and the Box soon. Fox Sports sill llurks somewhere out there. Liberty Digital has shares and warrants worth today(if all exercised) about $300million, BIG even for them. They invested about $5mm in OPTV. Wink is different and has a niche application. Not a problem. WGAT is about surfing the internet on your TV. NOT what we're about(enhancing content) Patents? We have them. So do others. Can't say how defensible but I know Liberty has bet a lot on us and that Tom Wolzein sold a critical patent to ACTV to complete the picture. We're also integrated with, as I said, TVGuide and their new parent is a tenacious defender of intellectual property. Ive probably left out a bundle. Others feel free to add. Final point- there are NO sure things but for now this looks GREAT.