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Strategies & Market Trends : Sharck Soup -- Ignore unavailable to you. Want to Upgrade?

To: Sharck who wrote (29784)	6/29/2001 6:40:43 AM
From: wgh613	Respond to of 37746

LBRT, Was the down draft overdone? ``It was everything we were looking for. They came in ahead of our number, and deployments are going very well in this early stage of the iTV market,'' Jack Ripsteen of J.P. Morgan, said of the earnings report. ``If there is business to be won, they are doing it as best they can.'' As to the MSFT ruling,CEO thinks it is a positive for LBRT: SEES RULING AS POSITIVE For all of fiscal 2002, the company said it now expects a pro forma basic share loss of 33 cents to 35 cents, on revenues of $77 million to $80 million. Liberate repeated that it expected to turn profitable sometime during the first half of fiscal 2003. Analysts also speculated the Microsoft ruling, which means it does not have to break into two companies -- one for its software businesses and one for its Windows operating system -- weighed on Liberate shares in after hours trading. But Kertzman called the ruling a positive development for his company. Microsoft is one of Liberate's chief competitors in the emerging arena for iTV software but has been unable to win many contracts because in general, industry sources say, Windows is too large and cumbersome a software program to operate in cable TV set-top boxes. Kertzman reckons a separate Microsoft software company would be free of the Windows operating system and might, therefore, develop a slimmed down version of iTV software that would compete more closely with Liberate. ``From a Liberate perspective it has anything from no impact to slightly positive,'' he said, although he added quickly that Microsoft is a formidable competitor that can't be ignored. biz.yahoo.com Manny T.