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Technology Stocks : Seac - Seachange New IPO -- Ignore unavailable to you. Want to Upgrade?

To: Ron who wrote (91)	3/19/1998 10:56:00 AM
From: Braddock Bull	Read Replies (2) \| Respond to of 431

Conversation with Investor Relations Just had a nice general conversation with Martha over in I.R. Here's a quick summary of what we discussed: 1. Ad insertion still viewed as a stepping stone. Revenues will be flat in this sector, but she doesn't expect any decrease. 2. Interest has been very strong for the Movie products and that product line will be emphasized at NAB in Las Vegas. 3. She described the Broadcast initiative as the "watershed", the major strategic initiative beginning in Q2 and beyond. 4. Expect some "partnership" announcements before NAB. 5. Q1 earnings on 4/27 or 4/28. Conference call will not be public. 6. Approximately 25 analysts are usually present at the conference calls and about 20 of them are in close touch with I.R. and the CFO on a weekly and monthly basis. 7. She would not comment on the current eps estimates, but said she has always been comfortable with numbers because of the very close guidance Seachange gives to the analysts. On several occasions she emphasized the extremely conservative approach they use in this area. 8. Emphasized the "cross platform" compatibility of Seachange's products in terms of delivery methods, T1, ethernet, satellite, etc. Assured me not to worry about SEAC falling behind the technology curve. She also reminded me of the law requiring cable companies to offer some digital service in the near future (forgot the date). All in all, I'm very comfortable with this company's prospects. They appear to be well-entrenched in the niche markets and well positioned for explosive growth. I'd be very surprised if we don't see some uptrending in the stock price going-in to NAB and Q1 eps release. Brad PS Anybody see the news from ITVU yesterday... partnership with CNN for boosting internet video streaming during peaks? Comments?