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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (35684)	9/21/2000 1:00:09 PM
From: Trumptown	Read Replies (1) \| Respond to of 57584

Thanks...watching LBRT very close...those are the same reasons that keep me buying NTOP (stuck in the 20's for now) ALLR worth watching...flatline at $10 intact...expecting it to take a run at filling the $15 gap in the near future... SR

To: Rande Is who wrote (35684)	9/21/2000 1:09:20 PM
From: moufassa7	Read Replies (1) \| Respond to of 57584

Rande Is, tagging along again in LBRT, long @ 29 7/16.

To: Rande Is who wrote (35684)	9/21/2000 2:05:03 PM
From: mike machi	Respond to of 57584

Bought LBRT @ 29 11/16 Thanks, Mike

To: Rande Is who wrote (35684)	9/21/2000 2:31:35 PM
From: herry iball	Respond to of 57584

Rande, why do you feel that LBRT will own the STB market since their deployment is tiny compared to Opentv's 9 million boxes worldwide. Also, Motorola has recently announced a large investment into Opentv, and Motorola's boxes make up about 70% of all U.S. cable installed STB's. Also, as a part of their overall solution, LBRT licenses a key piece of their technology from SPYGLASS, which was recently bought by Opentv. With LBRT's minimal deployment history (most of their "deployments" are nothing more than pilot deployments, or small networks) vs Opentv pretty much owning the Europe and South America markets, and aggressively moving into Asia and the U.S., I'm somewhat confused by your bullishness. Thanks. Rap