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Technology Stocks : LBRT - Liberate -- Ignore unavailable to you. Want to Upgrade?

To: pat mudge who wrote (133)	2/22/2000 6:10:00 PM
From: PoetTrader	Respond to of 409

Pat...thanks. I thought that's what the deal meant for Liberate..I just wasn't sure. I love this stock and am long, for a very long time. One of my core holdings. Best, PoetTrader

To: pat mudge who wrote (133)	2/23/2000 7:54:00 AM
From: Allegoria	Read Replies (3) \| Respond to of 409

Hi Pat, You said: "If PowerTV's first customer is Rogers, you may want to examine Terayon's development agreement to see if Rogers has done a similar deal involving warrants, or other pay-offs. I'm not saying this is wrong, but that it is a sure means of getting into a network." I am a little confused. My research has not shown that PowerTV has any contracts with Rogers communications. Were you referring to Bow Rodgers, PowerTV's chief operating officer? More from the article; Even if PowerTV only reaches a fraction of Liberate's $8.5 billion valuation, the boost for S-A could be significant. Liberate's value is nearly twice that of S-A's $4.4 billion market capitalization, based on S-A's share price of $56.38 at the end of regular trading yesterday. PowerTV provides the operating software for S-A's Explorer 2000 set-top box, but the software is capable of running on other boxes, including those from General Instrument. These boxes will be used in Time Warner's cable system to make available services such as video-on-demand, e-commerce, customized advertising, and eventually email and Web access. To date, PowerTV claims it has shipped more than 1 million copies of its operating system and associated software to customers. "We still think that (one) of the things missing from some of those other companies is business fundamentals," said Bow Rodgers, PowerTV's chief operating officer. Does anyone know how many copies of Liberates "O/S" have been shipped to date? Regards & good luck, Eric ps. Just heard that MSFT & Philips Electronics are going to begin making set-tops boxes and "O/S"!!! Look out!!!