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

To: Hal Campbell who wrote (3341)	4/1/2001 3:40:24 PM
From: bootsup1	Read Replies (1) \| Respond to of 4169

Hal, what a fabulous post! Well put. The enigma of diminishing returns from an increase in streaming hits does seem bizarre. Hopefully the CPM's will be driven up as broadband becomes more prevalent and the economy cycles back a demand for advertising on the internet. EB must have some inkling of profitablility for his model, or why would he continue to piss away dollars in this direction. Perhaps the quarterly report will reflect a number worthy of the current 'qwest'....something more than 85k I'd hope. I wonder if AXC practiced the ol' "sphincter" excercise if that'd help the streaming? I know the last year's price action has certainly tightened mine.

To: Hal Campbell who wrote (3341)	4/1/2001 6:38:17 PM
From: Trenton A. Scott	Read Replies (2) \| Respond to of 4169

As you point out, not every possible outcome/scenario for iNEXTV is bad. In the long run, the costs associated with streaming digital content will drop; this trend in technology (Moore's Law) is well known. Also, as the broadband build-out continues, the pool of available streaming customers will continue to grow. EVENTUALLY, a syndication model like iNEXTV will become profitable, and for a few, very lucrative. How long until these critical factors come to be? Unfortunately, probably two or three years at least! That's why Dreamworks SKG (Pop.com) shelved their digital streaming plans last year. What really gets me going is this: Knowing the cold hard streaming facts that prevail TODAY, why does Bramson continue to poor time/money/effort into his syndication business plan? Is it sheer stupidity, or does he know something we don't? He's an experienced guy in finance, educated at King's College in economics, runs a technology business for over a decade, been playing with several streaming business models over the past two years. Why hasn't Bramson simply folded tents and wait, like others have done already? Is there something more that I'm missing here? Does he have an alliance or technology product that shifts the cost/revenue model in his favor? This is what keeps me interested in the stock.