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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (19817)	10/9/2004 3:48:39 PM
From: mike.com	Respond to of 78601

Paul, looking at OPTV quickly, as you say you did, I can understand why it's not for you. However, there are several reasons why an investor should look more closely at it. First of all, they are heavily involved in interactive TV which is gaining traction with the onset of the digital TV revolution. The government is MANDATING the transition to digital so this is not something that is going to go away. Second, OPTV is backed by Liberty Media Corp. and John Malone. Malone made a major investment in OPTV in the $6 range and I have yet to see him sell a single share. He has made some executive decisions in the company, the latest being the appointment of James Chiddix as CEO. Chiddix has a background in the cable industry so it is hoped that he will soon get OPTV some lucrative contracts with Comcast or Time Warner. Thirdly, OPTV's software is embedded in most of the digtial TV boxes made by Scientific Atlanta and Motorola. They recently signed long term deals with both companies for the relationship to continue. Most investors of OPTV feel that the pay off will be when the targeted advertising it provides becomes the norm. Another thing to consider when looking at OPTV is the patents and their projected future value. I doubt a "quick look" even considered these. When you have more time look into some of the patents that OPTV holds and imagine their value when every home has a digital television. I remain very hopeful of the future for OPTV.