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 : Source Media SRCM -- Ignore unavailable to you. Want to Upgrade?

To: MW who wrote (2911)	1/9/2000 2:12:00 PM
From: Kevin Podsiadlik	Respond to of 3015

bottom line is the co still survives. Whoop de doo. That alone is surely worth a quarter billion. it is unfortunate that the cable mso's haven't gotten their act together quicker More than unfortunate, I think it will be deadly to them in the long run. That's why I don't think AOL's not currently having a cable carriage deal isn't that big a problem. AOLTV will get more customers in the short term through DirecTV that SourceSuite will ever get through Insight, and that margin will only get wider as time passes. the one cable co that did give their technology a chance [Insight], saw fit to later buy a piece of source as well as enter into a jv with them. Well it was do that or see it go into liquidation. Me, I'd have done as TV Guide finally did and told SRCM to take a hike, but then I'm not running a company in the position of not being accountable to its own subscribers. What I want to know from you is, having basically tossed everything remotely interesting that they had into the Insight JV, what in the world is SRCM going to use for any future deals, and without future deals, where will growth come from?