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

To: PoetTrader who wrote (144)	3/7/2000 3:08:00 AM
From: Allegoria	Read Replies (1) \| Respond to of 409

gorized Hi Poet, This darn thing...I'm so protective - I managed to get stopped out on Friday...gotta figure out where to get back in now... Has your DD figured out the relative positions / strengths & weaknesses between OPTV / LBRT / WGAT / WINK / SFA / IATV / and on and on...? I am wondering how everyone is playing this segment - how others see this unfolding. One thought that rings persistent in my ear - simply that IMO IATV's model isn't exactly how I see the evolution unfolding (as I understand their product), i.e. All the user wants at this point is pictures within pictures: If you look objectively at CNBC - the screen is composed of five or six 'mini-screens': two tapes, once talking head, three counters (NAS, DOW...). All I want is to control what the six screens contain. Some have categorized the two divergent product delivery strategies as 'Internet coming to TV' .vs. 'TV coming to Internet'. I see it as the first. This is the immediate evolution as I see it, and I do not see IATV's game plan filling this need exactly. This is the investment pattern I am following in this arena...Any thoughts? Thanks and good luck, Eric