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

To: Victor Lazlo who wrote (12694)	6/7/2001 2:44:13 PM
From: BN	Respond to of 13157

was up 10% earlier....maybe something positive will come of the conference. BN

To: Victor Lazlo who wrote (12694)	6/8/2001 10:44:41 AM
From: richard badauskas	Read Replies (1) \| Respond to of 13157

Bought some more this morning at $3.12 on the pullback from the break out. The technicals are turning around very quickly. Look what happened to LBRT this morning after the AT&T news. The MSFT broken romance with AT&T is probably the reason we have had an extremely soggy stock price. The break up with MSFT will probably see a rapid roll out of interactive products on AT&T systems. I am sure they will look to every source to garner revenues and SpotOn is one such source. During this weeks conference at DB some very important points were made (1) Liberty Livewire (with $800M in assets) produces 70% of all ads made in the USA (2) ACTV's shop in Colorado is a turnkey operation that can take these ads and prepare them for broadcast and send them directly to the cable co/satellite system servers with SpotOn added into the mix. The advertisers mentioned in the discussion included Ford, Proctor & Gamble, Coca Cola. Cable Co's mentioned Time Warner, AT&T, Cox, Adelphia & Comcast. Channels mentioned TBS/Turner Network, ESPN, Lifetime, MTV and Game Show Network. (3) The plan is to reach local avails who do $3 Billion of ads per year and move up to national networks. There are 5-6 million people already using a system that can utilize SpotOn (we have reached critical mass in the USA, let the money roll). This market is still very fragmented but is ideal for SpotOn. No comments were made about Europe (4) Intellocity is the "best integration shop in the country". Its software programs are system agnostic (can go on any system) and its staff are the best (they worked for and developed the software systems for TV Guide before setting up Intellocity) Clients are numerous and include a who's who of TV. I noted that they are working with nCube to develop server based VOD system and have at least one satellite client DirecTV as well as AOL, Open TV, WebTV. Gemstar was also mentioned several times (so I assume news will be coming here soon) (5) Bottle Rocket will be teaming up with middleware companies (Sony? and others)to put games software into set top boxes. Said that an announcement will be made shortly. This stuff aimed at the 12-24 year old market (have a look at the number of subscribers to GSN and growth rates here are HUGE)Teens will spend big bucks to get the latest gear, if my memory serves me right 35 million people subscribe to GSN!!! and they are adding a million a month. What happens when they start going interactive on this channel using bottlerocket software??? Enough said. The stock IMHO is grossly underpriced. Good luck to all longs.