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

To: MW who wrote (2938)	1/20/2000 12:50:00 PM
From: art slott	Read Replies (1) \| Respond to of 3015

The only thing that counts in this debate is the stock price. And the verdict its rendering is not good.

To: MW who wrote (2938)	1/20/2000 1:22:00 PM
From: Kevin Podsiadlik	Respond to of 3015

you have repeatedly claimed that srcm's technology and patents were virtually worthless. I'm not so sure I ever claimed as such in so many words. You might be thinking of Auric here. At any rate, when SRCM was at $21 last week, the market was quite obviously reflecting a valuation on the technology far greater than what was in fact paid for it. That much I doubt even you can disagree with. IMO Liberate overpaid for the VM, but in the context of what was going to happen, what with the secondary offering and everything, it's understandable enough that they wanted to buy something tangible with their stock while it still carried a high valuation. In effect, IMVVHO, LBRT and SRCM were both looking for suckers on whom to pawn off their wares, and found each other. Thanks for the shares I scooped up today at 12 1/2 Don't thank me. I never expected to see SRCM this low this quickly.

To: MW who wrote (2938)	4/12/2000 2:56:00 PM
From: CMon	Read Replies (1) \| Respond to of 3015

Where've ya been? I miss this kind of stuff: Message 4783453

To: MW who wrote (2938)	7/14/2000 12:50:08 PM
From: Sir Auric Goldfinger	Respond to of 3015

Another paid Scro tout by CFAX: "DoJ Approves Gemstar, Companies Immediately Close Merger 7/13/0 17:52 (New York) There's a lot of people in cable scratching their heads after the DoJ approved the merger between Gemstar [GMST] and TV Guide, leaving one company with complete ownership of all the intellectual property rights to the set-top based onscreen guide business. "At least we know where this whole thing stands," an MSO programming exec says. "Now we get to see how they are going to stick it to us." The problem: AT&T [T], which will applaud the deal via its complex corporate ties, is virtually the only MSO that has written agreements with TV Guide Interactive. Most others have been riding through, awaiting the result of the merger decision. Now they will be asked to pay the piper in the range of $1.10/sub maximum to $0.38/sub minimum if all inducements are taken. That's nearly double the price of many network rate cards that actually employ thousands of people and have real costs, not an automated listing service with tech patents. MSOs, however, are already working on alternative arrangements. "The only one that is happy about this is AT&T," another MSO exec says. Charter [CHTR], Comcast [CMCSA] and Insight [ICCI] are leading efforts to get around the new company by looking at Source Media's [SRCM] head end/server-based approach that some believe gets the competing service around GemStar-TV Guide Int'l's set top-based patents. The challenge, however, is the $15K upfront cost to install at the head end and its current requirement of a full 6 MHz slot. Meanwhile, TV Guide, whose reps have angered cable ops with demands for too much "tribute," are going to be sending out expensive bills for one of the most popular and necessary features of digital cable with no alternative, save Source Media's untapped EPG. This issue, especially for smaller ops, could be crippling and make it cost-prohibitive to launch digital with the necessary guide. "The people in Tulsa haven't made any friends with their past approaches," a small op says. "They certainly are not going to worry about that now that they've got the whole kit and caboodle." FOR MORE INFORMATION on this or any other story from CableFAX, July 13, 2000, please call Phillips Business Information, Inc.'s Client Service Department at 800/777-5006. Provider ID: CFAXJK01 -0- Jul/13/2000 21:52 GMT