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Microcap & Penny Stocks : IATV - ACTV Interactive Television -- Ignore unavailable to you. Want to Upgrade?

To: Jeff Carroll who wrote (1301)	12/18/1997 2:11:00 PM
From: eric larson	Read Replies (2) \| Respond to of 4748

Notice the ongoing sideline "Live Vote" survey about "How big a hit will on-demand player stats be"? (113 responses to date.) Hopefully, users from this thread will not "stuff the ballot box" (...it's already unscientific enough). Now, how many of the voters for "Home Run" "triple" and "double" are willing to pay $9.95/month for the stat service PLUS alternate video angles and more? msnbc.com Interactive television would allow viewers to see on-demand player statistics while watching professional sports. How big a hit will it be? * 113 responses A home run. I wouldn't stop clicking. 22% A triple. Pretty neat. 20% A double. A solid enhancement to my viewing experience. 25% A single. Hardly a rally 18% A strike out. Just a gimmick. 16% Survey results tallied every 60 seconds

To: Jeff Carroll who wrote (1301)	1/5/1998 10:33:00 AM
From: Jeff Carroll	Read Replies (3) \| Respond to of 4748

Hi all and happy new year! Here's an armchair analysis to ponder... please let me know if any of this is inaccurate. I'm trying to figure out how much of it is speculation. If: NLV has orders for 15mm cable set-top boxes and IATV software/capability is in those boxes and IATV has agreements with the MSO's (like TCI) that will be receiving those boxes and IATV has agreements with the channel providers (like Fox) to send an IATV multichannel feed to the MSO and then to customers and IATV gets $4/month/box if it is used for an IATV feed then with all 15mm boxes on line and in use (end of 1999-2000?) IATV should have a revenue stream of 720mm$/yr. If we assume one half of the market penetration (26%) of the canadian test we have an income stream of $94mm/yr. If we assume cost of sales of $20mm/yr (more than double current rates) we have $74mm left. If we assume 25mm shares outstanding (rea l # is about 18mm I think) we have about $3/share earnings. This ignores revenue from the educational end of the business. Lots of assumptions here.... At $3/share earnings, and a 20 p/e it seems this could be a $60 stock in a year or two, or as soon as 2mm boxes are online and in use with an IATV feed. Comments? Jeff Carroll