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To: Factfinder who wrote (3355)11/4/1997 9:40:00 AM
From: Robert Utne  Read Replies (1) | Respond to of 6570
 
This poker game is heating up. The short bettors continue to throw in big chips on the table and the weak longs continue to fold. Unless my eyesight has gone kaput, as a long player, I'm still holding three aces thus continue to throw money into the pot (still waiting to draw the fourth).

The first ace is the $1 billion plus digital set-top box contract from Americast kicking in right now with a number of other STB contracts in the wings.

The second ace is the introduction of Divx, HDTV and SDTV sets in April 1988.

The third ace is the partnership with LGE.

The fourth ace needs to be the announcement of a new, world-class CEO.

Three aces ain't bad but with four aces, the chips go to the longs.