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

To: bootsup1 who wrote (3636)	5/6/2001 1:07:30 PM
From: Swamp Fox	Read Replies (3) \| Respond to of 4169

Trent, thanks. To the Si Board - who are our competitors? Who do compare to? Who is iNEXTV up against in bringing our business model to the 'Net? Here is an article from sales and marketing management mag describing for (bold is mine) me where our Microsoft and Yahoo! deals place us in ranking: NBC Pulls Plug on Internet Venture Does the downfall of NBCi signal disaster for online advertisers? An offline brand doesn’t always translate well in the online world. NBC is learning that lesson the hard way, announcing this week that it will spend $85 million to buy all outstanding shares of NBCi, it’s Internet spin off, and probably shut down most of those operations. While the downfall of another dot-com doesn’t signal the end of online advertising, it does illustrate a trend in what advertisers and visitors are looking for on the Internet. Gina Furgele, senior vice president and director of interactive marketing at Hampel/Stefanides, an advertising agency based in New York, says big content providers that don’t offer utility won’t last. "It’s not really surprising to see content-oriented sites fail," she says. "Regardless of a name brand, advertisers want to see that it’s a destination for users, that it’s the best at what it does, or offers a real technology solution, such as a unique targeting capability." Smaller Web portals that got into the game early on are finding they’re keeping a hold on the market, even in the face of competition like NBCi. Furgele says that’s because the smaller portals can offer more to advertisers. "They have better business models," she says. "They’re getting a more niche audience and really targeted users, so it makes sense to [advertise on] these sites." The site was attracting about 15.4 million unique visitors in February and was ranked 14th in the United States, according to Jupiter Media Metrix, a market research firm in New York. But NBCi trailed far behind industry leaders such as AOL Time Warner, Microsoft, and Yahoo—sites that have older, more trusted names. "A lot of our clients ask us if it’s still worth it to advertise online," Furgele says. "It is, but people are getting more savvy about where they advertise now. There’s a certain role for online advertising and big content sites are not offering anything distinctive enough." —Erin Strout

To: bootsup1 who wrote (3636)	5/6/2001 2:19:54 PM
From: Hal Campbell	Respond to of 4169

My two cents worth. Admire the working framework contributed by Trenton, and DrD and Jubimer....think it extraordinarily unlikely they will hit such profit numbers by 2005. The competition for eyeballs online will be much greater then, so it is the percentage watching iNEXTV videos I question the most. But that said, they clearly are shooting for a profitable future and this will be a boom or bust investment. Like all , I hope they can buy the time to groom a boom. My opinion, for what little it may be worth, of the best way to play it? If they cover survival bases and the market does not immediately react, I will attempt to buy more. If there is a serious run after financing becomes evident and before business improves, my tendency would be to sell into it, and await revenue proof of their new pudding. If that becomes evident down the road, they could go on a multiyear extended run up, and even at the higher price I would be tempted to buy back in as a new long and ride it a few years. Hope we all get the chance to make those decisions. Best of luck to all longs.