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

To: DrD who wrote (3316)	3/30/2001 8:52:27 AM
From: killybegs	Respond to of 4169

Cool and good work, Dr D....going away for the weekend...will have a chance to take a look in detail on Monday....Thanks for the work

To: DrD who wrote (3316)	3/30/2001 11:10:40 AM
From: bootsup1	Respond to of 4169

Dr D....Great job! Now if we could get ADS sold thereby eliminating the debt and redeemables and become a pure internet play w/our royalty income still intact (presuming we dont include some/all w/the Data sale)...then your approx 2 million/quarter + 3 million/quarter in patent income could see us w/positive cash flow and little or no debt...and this would just be the beginning. Here's hoping the next two quarters will bring a. The sale of ADS, b. Increasing revs (hoping last quarter's internet sales were deferred into Q1), c. An alliance announcement.... We've almost made a 50% leap from the AXC lows up to the .40 level...looks technically like we will take out the 30 day, 50 and 200 day moving averages which would be 80 cent AXC soon....and I'm bullish over the next 5 weeks at least. Again thanks for your study in response to Jubimer's request for input into a revenue model...

To: DrD who wrote (3316)	3/30/2001 4:46:56 PM
From: DrD	Respond to of 4169

As each additional piece of "official information" from inextv, or other reliable sources comes in, I will again modify the model to accommodate those inputs e.g., if after the change in branding strategy of including all of AENTV's programming under iNEXTV's brand occurs, and the potential viewers increases to 100,000, then that variable will be modified in the model to accommodate that fact. I purposely leaned towards the conservative side for estimates, since if the real quantities are higher, an upside surprise will occur. Not that it means anything monetarily (all this is unofficial), but it will provide some guidance as to what the next modifications should be and perhaps give a psychological boost. DrD Comments are Welcome

To: DrD who wrote (3316)	3/31/2001 4:25:33 PM
From: DrD	Read Replies (3) \| Respond to of 4169

Part II: Revisions to iNextv's Streaming Video Revenue Model: Due to an omission & a typo in (Excel) the first estimates requires revisions. 1)Omitted revenue split w/branding partners (75%inextv & 25% partners.) 2) Typed 2M instead of 20M for potential viewers. The corrective changes have been implemented, and are reflected in the new results shown below. The revised basic assumptions of the model are as follows: 1) Total potential viewers = 20,000,000 2) 40% of total viewers likely to watch streaming video 3) Of those, 33 1/3% are likely to watch inextv's streaming video 4) Each viewer is likely to watch 3 video segments/day 5) Each viewer watches 5 days/week instead of 7 days/week 6) Each streaming video segment is 3 minutes in length 7) 90% of streams are Narrow Band, 10% are Broad Band 8) Rates are based on per thousand (000) streams 9) Rates: $35/(000) NB, and $65/(000)BB - WAG 10) Revenue Split: 75% iNEXTV (25% Branding Partners) Hence the revised daily revenues would be = $189,000 NB & $39,000 BB The daily total revenues = $228,000 The weekly revenues = $945,000 NB & $195,000 BB The total weekly revs = $1,140,000 The Monthly revenues = $4,095,000 NB & $845,000 BB The total monthly revs = $4,940,000 The Quarterly revenues = $12,285,000 NB & $2,535,000 BB The total Quarterly revs = $14,820,000 The Annual Revenues = $49,140,000 NB & $10,140,000 BB The total annual revs = $59,280,000 DrD Comments are welcome