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Technology Stocks : Aahh...iNEXTV (AXC) The NEXT Thing! -- Ignore unavailable to you. Want to Upgrade?

To: killybegs who wrote (3267)	3/19/2001 8:11:19 PM
From: killybegs	Read Replies (1) \| Respond to of 4169

Re the earnings model, I am adapting some material from a recent rereading of James Broadfoot III, " Investing in Emerging Growth Stocks". I am specifically referring to Chapters 6 and 9, Anatomy of a winner and Creating and Using Models for Stock Selection" In both chapters, Spectradyne is the company and I find it especially apropos of iNextv. By the way, Spectradyne went private in 1987 by way of Marvin Davis. It then merged in the 90's with a unit of Ascent Entertainment, owned by Qwest founder, Phil Anschutz...hmmm... Spectradyne pioneered the in room, payperview movie system in hotels. Spectravision is the service. Interestingly, Spectradyne put in the system, splitting a piece of the revenue with the hotel. Guests got a movie, put on their expense account, hotels got extra stream of revenue etc etc. Hotels = Portals, no? yes? The other point is that once Spectradyne complete the build out of the system, they had a tremendous amount of operating leverage.

To: killybegs who wrote (3267)	3/19/2001 8:41:17 PM
From: DrD	Read Replies (1) \| Respond to of 4169

Jubimer, an excellent idea. I have a question of clarification, does the model as shown, assume each of the persons contained in the 4% average streamers, view only one video segment per/day, and hence one streaming ad per/day for 365 days? If so, I think the current model might be a little too conservative. Because if payment is based on each "viewed" video ad in a given day, I think the probability is high that each person will view more than one streamed segment in a given day. Comments/ opinions are welcome. DrD Revenue=Total potential audience X Avg. Percent online daily X Avg Percent that view videos X Days X Payment For Example: Inextv Revenue = 20,000,000 potential audience X 40% avg online daily X 10% that are Streamers = 4% average streamers x 360 Days x ($80 for streaming ad + $15 for Banner) In this example laid out in Excel Revenues for iNextv would total 27 million....

To: killybegs who wrote (3267)	3/28/2001 10:59:08 AM
From: Thomas Kirwin	Respond to of 4169

Web Usage Soars in Europe! Wednesday March 28 10:31 AM ET Europe's Web Usage Rockets After Flat Fees LONDON (Reuters) - Internet usage in European households has rocketed in the past nine months after companies began offering flat fees that included phone-line time as well as Internet access, according to a survey released on Wednesday. Between June 2000 and February 2001, time spent online at home more than trebled in France and Spain and almost doubled in Britain, new research from Jupiter MMXI found. In Germany, monthly time online increased by 226 percent to 13 hours, the longest in Europe. dailynews.yahoo.com Best O'Luck, Tom P.S. Ampex's investment in TV1 may yet prove to be a brilliant move. IMHO TV1 will add significantly to iNEXTV's visibility, audience and ability to attract global advertisers.