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To: Kurt A. Altmann who wrote (14877)	12/20/2000 3:49:15 PM
From: Christiaan McDonald	Respond to of 21142

Kurt, these people write these type of reports when they are trying to drive the stocks down and buy. When they get all the stock they want, they will write a completely different report. How quickly things change when they get the stocks down to where they can load up. They have been playing this game with interactive TV for at least 2 years now and they have made a lot of money doing it. As long as they can make money they will keep playing it, so play with them. As I said, load up when they load up and sell when they sell. Ken

To: Kurt A. Altmann who wrote (14877)	12/21/2000 9:52:06 AM
From: James M. Bash	Respond to of 21142

Yes, I saw that, and while I thought it had elements of truth regarding some of the possible (unproven) technologies for ITV, I couldn't believe the incredible lip service it paid VOD in light of the rollouts that are broadly underway. I thought some of the analyst comments especially laughable, and agree with Ken's views on attempts at guided market manipulation. I suggest we bookmark this article and refer back to it in 3-6 months; time will tell. Bottom line: I think with VOD we have separated one of the winners from the losers in ITV.