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 : IATV-ACTV Digital Convergence Software-HyperTV -- Ignore unavailable to you. Want to Upgrade?

To: alankeister who wrote (10044)	4/13/2000 12:59:00 PM
From: DMauch	Respond to of 13157

Not sure if anything was posted about this. It may be of interest and was taken from a post on the IDTC thread: Message 13402217 Here's the relevant info: A few thoughts on the ATT/IDTC relationship that are not widely known. I have been out helping a friend move all day today and will be doing so again tomorrow but wanted to post a few thoughts on the ATT/IDTC relationship. In calling around, I have discovered that few people (including the analysts that cover IDTC) have a real feel for what has really been created here recently between IDTC and ATT. Most people are aware that Liberty Media (John Malone)a wholly owned subsidiary of ATT [but completely controlled by John Malone)http://www.libertymedia.com/, purchased 10% of IDTC recently. Most people know that shortly thereafter, ATT bought 14.9M shares of the 25M Net2phone (NTOP) shares that IDTC owned for $75 per share or 1 Billion one hundred Seventeen million five hundred seventy-five thousand dollars. Few however have read the 8K filed by ATT shortly thereafter and worse yet, IDTC has as of today, not found the time to update the analysts that cover IDTC as to the ramifications. Therefore not many realize that ATT bought an additional 2M shares of IDTC and now controls between Liberty media and themselves close to 15% of IDTC. The 8K can be found here. freedgar.com. Now, lets talk about potential and REAL ramifications. First off Liberty media controls content (film libraries, etc.) and ATT broadband, including massive cable and set top box interests. IDTC owns several patents and a company that specializes in encrypted streaming media. IDT owns several data centers fully capable of storing Liberty medias library for online distribution. You can damn well bet that we will be hearing a lot more soon about alliances and initiatives in this regard. -dave

To: alankeister who wrote (10044)	4/13/2000 1:16:00 PM
From: art slott	Read Replies (2) \| Respond to of 13157

This should help. AT&T, SUNW, and ACTV!!! By: Atheist Reply To: None Thursday, 13 Apr 2000 at 12:55 PM EDT Post # of 37256 HOLY F... UNBELIVABLE (quote from conference) David Faber was there and all the analysts. David Betto and Lee Masters spend more time on HyperTv and IATV than on all other company combined. Betto began speaking about Liberty Live Wire (LLW) the logo of ATT and SUNW and HyperTV/ACTV pops up. BEtto says att is the host sunw is the hardware actv the convergence. 20 min on hyperTV and discusses how ATT through their internet data systems are installing 26 internet data systems is the US, 850 cities and 60 countries World WIde. HyperTv is part of this through LLW as will get it run as soon as possible. He mentioned ABC's MondayNight football with ENhanced TV and how successfull that was. He said more amazing is that the ACTV patent covers this entire space. Lee Masters then gets up he talks about his portfolio and the first listed is ACTV (and the portfolio was not in alfabetical order) he sais people does not understand the inteactive space that iatv is involved in but he is excited about the patents. Quote from David Betto (while talking about HYPERTV)"We are going to do everything in our power to promote this WORLD WIDE it is unbelivable that ONE company has ALL the patents (ACTV) to do this. We can roll out shortly in more than 850 cities in more than 60 countries" Advetiseres and Programmers will jump all over this.