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Technology Stocks : Seac - Seachange New IPO -- Ignore unavailable to you. Want to Upgrade?

To: PeterBurgess who wrote (356)	12/22/1999 8:55:00 PM
From: caveat	Respond to of 431

<Perhaps a p/r between 10-15 would be more likely, producing a stock price between $82-$123 (double to triple).> Sound analysis. I think it doesn't fully take into account the effect of mob mentality. When VOD becomes an even more popular topic of mainstream investors, this stock (only 14 million shares) is going to take off like a rocket. Blockbuster in the ether is a concept which any investor can understand, unlike Linux for instance. I'll stick to $100 in 6 months or less and then it will really start moving.

To: PeterBurgess who wrote (356)	12/23/1999 8:06:00 PM
From: Skip Leonardis	Read Replies (1) \| Respond to of 431

New to SEAC and VOD in general; I've been reading up but could use some help on two basic questions: 1) 10Q lists revenue streams for SEAC as systems and services. Has there been any mention of per-view revenues for any of these VOD companies or is that out of the question? This is a general question; wondering if they'll be limited to generating revs solely from hardware/services or if there are other avenues on the horizon. 2) What's the internet angle? Or is it simply that SEAC serves the video when a Microsoft TV subscriber (for example) clicks on the screen? Is there a tie-in to cable-modem users whereby they can capitalize on caching? Any input appreciated.