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To: Zeev Hed who wrote (51170)	8/25/2000 10:01:12 AM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Zeev Mu's PE is 68 and it grows at the rate of the rest of the memory industry. So a PE of 25 is probably too low given the curent market valuations. Also, PE is not as good as discounted cash flow in valuing a company. JK

To: Zeev Hed who wrote (51170)	8/25/2000 1:09:18 PM
From: art slott	Respond to of 93625

From today's Street.com... Patent plays. ACTV (IATV:Nasdaq - news) has a portfolio of patents covering some of the "enhanced media" technologies involved in merging traditional media with the Web. We're talking basic, crucial things like linking music videos to Web pages containing song lyrics and CD order forms. And chat forums that operate on the same TV screen as the show that's being discussed. AT&T's Liberty Media Group (LMG.A:NYSE - news) recently bought a chunk of ACTV and chose it to supply the platform for a new interactive TV venture. Then, when ACTV's stock followed the rest of the emerging tech sector down in May and June, Liberty bought more, bringing its stake to more than 25%. Beyond the Liberty relationship, ACTV's plan is to cut licensing deals with the other media firms racing to build interactive TV capabilities. Will it succeed? Hard to say, with all the controversy surrounding Internet companies patenting seemingly commonplace ideas (a subject for a future column). But if ACTV does succeed, it's sitting on a gold mine. thestreet.com Hope to see you on the thread Zev.