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

To: BN who wrote (12258)	1/10/2001 4:40:10 PM
From: Craig Jacobs	Respond to of 13157

Subject: JANCO comments on ACTV News from today From vaman22309 PostID 48918 On Wednesday, January 10, 2001 (EST) at 2:46:03 PM -------------------------------------------------------------------------------- ACTV, INC. (IATV - NASDAQ - $4 - BUY) announced this morning that it has effectively acquired the assets of VisionTel, Inc., a subsidiary of nCUBE whose principal product is an advertising sales management software suite designed for cable, broadband, broadcast, satellite and Internet services. ACTV has placed the assets of VisionTel under the Digital ADCO umbrella to form a new entity called AdVision Systems, LLC. AdVision will be majority owned by ACTV (with nCUBE holding a minority stake), who will manage day-to day operations. Tom Walsh, current President of VisionTel, will join ACTV along with the majority of VisionTel's software development, sales, customer support and software assurance staff. The creation of AdVision allows ACTV to offer a more complete suite of services that will enable cable operators to easily implement interactive advertising campaigns. AdVision's suite of software products will allow MSOs to effectively manage their ad sales and billing processes (selling four spots for an interactive ad versus the traditional single spot will require some reconfiguration) in the interactive world. In addition, AdVision will allow MSOs to track the effectiveness of advertisements (ad clicks will be measured as well as information as to how many people asked for more information, how many people purchased a product, etc.). We expect that AdVision will be built into the data-mining portion of the Digital ADCO model in the future (We have not yet modeled data mining, but believe it will prove to be a major portion of Digital ADCO's revenue in the future.). Through the creation of AdVision, Digital ADCO has strengthened its existing relationship with nCUBE, the second largest provider of ad insertion software and services (behind SeaChange). In addition, we expect ACTV will leverage VisionTel's existing client base, which includes AT&T, Time Warner, and Cox, among others, to market its interactive advertising on a larger scale. ACTV share value continues to struggle under the pressure that remains on the interactive television sector (valuations are based on future revenue streams and cash flows from businesses that have not yet begun to be rolled out in mass). We believe ACTV currently has the critical partnerships in place to move forward aggressively with the rollout of both its ''One-to-One'' and HyperTV technologies. Through the timely distribution of its patented ''One-to-One'' and HyperTV technologies, we believe ACTV can take advantage of future demand for interactivity (from both the consumer and the MSO) and become a significant player in the emerging world of interactive television. We continue to believe that ACTV represents an attractive risk/reward scenario and we rate shares of ACTV as a BUY.

To: BN who wrote (12258)	1/10/2001 4:55:15 PM
From: Bruce Cullen	Read Replies (3) \| Respond to of 13157

My opinion on this press is that IATV is now setting up the infrastructure for e-commerce transaction handling on a scale that is easy to use and quick to expand and control. I like this news, they are also showing their partnership lineup, it almost seems an attempt to say "we are comin hard and strong with HUGE interests involved... and we be bringing our patents that will own and dominate this space"... "The Disney suit will show our patents have been nurtured for a long and hard bottom line battle to own the interactive and TV centric space worldwide". Todays close looks to have also broken us out of the recent downtrend resistance line that had formed over the past few weeks or last month. Tomorrow may show where we can expect to go for the upcoming month and longer. A higher close tomorrow may prove we have seen the bottom for the last time in the $4-$5 range, a lower close by a quarter point could put us in limbo for a few more months. I would have to bet we see a nice rise tomorrow, we shall see. This sector is going to happen, presently I am watching the making of an e-commerce platform in a company that is ranked 41 of the Forbes 50. We do 60 million e-commerce transactions per day and I see this number growing to 100 million w/in 1-1/2 years. My position is Engineer e-Solutions. There are many projects on the horizon, the cellphone side has been a complete mess but this is not due to the cell-phone itself but employment relocation issues. Interactive advertising is going to grow in leaps and bounds as well as the TV commerce side. Bruce Cullen Sherwood Coasts Group sherwoodcoastsgroup.com