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Technology Stocks : On2.com (ONT-AMEX) -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (466)	7/30/2000 1:27:12 PM
From: Dave Sullivan	Read Replies (1) \| Respond to of 553

After listening to the ON24 broadcast I recall the CEO says things are starting to happen and the broadband rollout is just beginning. He is article that says video on demand over dsl is closer that we think. In the article the author asks "just how blockbuster and enron propose to deliver is unclear because of the various transmission speeds of dsl depening on how far away from the telco they are. Would on2 solve this problem? because the transmission speed for on2 video streaming only requires 300K or so? If so it looks like with a little patience this could be a winner.Blockbuster wants to go broadband. The company last week announced the launch of a service, called Entertainment on Demand, that would combine movie content and Digital Subscriber Line access over a TV set-top box. The entertainment giant has lined up content distributor Enron Broadband Services to act as a video backbone for the project and struck deals with Covad Communications, Qwest Communications International, ReFlex Communications, SBC Communications, Telus in Canada and Verizon Communications to deliver video streams over Digital Subscriber Line (DSL) to consumers interested in the new service. Blockbuster and Enron plan to announce the set-top box manufacturer in August. On the content end, Blockbuster executives said they are in negotiations with the big Hollywood studios to ensure the venture has specialized movies for the service launch next year. "Blockbuster is Hollywood's biggest customer across all channels," said Steve Pantelick, senior vice president of strategic planning at Blockbuster. The company plans to cross-reference its 65 million video store members with DSL availability. The company said it will launch trials later this year in two undisclosed locations, where consumers can go to kiosks in Blockbuster stores and set up their accounts for the new interactive service by typing in their telephone number. Set-top boxes, which will connect TV sets to DSL, would be available either retail from Blockbuster or they could be rented, company officials said. Prices for set-top boxes, DSL access and actual content sold through the service have not been determined. Once the unit is online, users would be able to download movies through their 1.5 megabit-per-second DSL connection, the speed needed to ensure the video quality. Set-top boxes would have basic VCR features, so users could pause and rewind their movies, Blockbuster said. Initially, the DSL connection will be one-way. Exactly how Blockbuster and Enron propose to deliver movie-quality video via DSL is unclear. While DSL can theoretically carry up to 1.5 Mbps, most run at half to a third of that speed, due to distance from the phone company central office. Company officials said they would have more details in the next two weeks. "Our partners see this as a service that people will pay for, vs. all of these other dot-com dreams of delivering content over the Internet," said David Cox, managing director at Enron Broadband Services. If the service succeeds, Blockbuster and Enron plan to turn the set-top box into a home computing hub. Internet connections and additional services such as interactive games, music-on-demand and some programming - including broadcast - could be available through the venture as early as next year. In the future, Blockbuster's infrastructure could serve as a foundation for the "smart house" where most household devices could go online, executives said.

To: Zeev Hed who wrote (466)	7/31/2000 10:28:37 AM
From: rocklobster	Read Replies (1) \| Respond to of 553

My thanks to those of you who have responded to my inquiry on this board...I have read through all the posts here and hope that this board wakes up. I believe this stock will be an excellent long term investment and an excellent trader especially at these levels... who know we may be able to buy this stock for $1 soon with the way its trendline looks and without any news to move it up or the market up in general.. With the realized revenues from their recent acquisition being pushed out to next quarter, and the market in general in the doldrums, there doesnt seem to be much to push this one up. I have been watching it for quite a while and think that its just about at the point where there isn't much more downside to it especially as a long term position.. Hope to hear more about company and trading strategies.. I may start building a position at this level and look to average in if it keeps falling. Good luck to all on your investing TIA for any insights Roklobster