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Technology Stocks : Source Media SRCM -- Ignore unavailable to you. Want to Upgrade?

To: Smilodon who wrote (138)	6/9/1998 11:41:00 PM
From: MW	Read Replies (1) \| Respond to of 3015

Archer; Thank you finally for a responsive post. Now we can have an intelligent conversation regarding this co. Who knows, you may very well be right although right now I don't think so. Keep in mind one very important fact. Whatever you think about this co. from one year ago or whatever this investor friend of yours told you about AOL, this industry was going nowhere until the cable operators got their acts in gear and understood the potential that existed within their own infrastructure. It wasn't until the cable co's first settled on the open architecture as a standard for cable boxes and then placed orders for 25 million digital boxes from both General Instruments and Scientific Atlanta that applications such as SRCM's could begin to be exploited. Any business plan or promises that were made over 6 months ago are irrelevant as the cable co's were holding the keys to the starting gate. There has been a massive acceleration in this industry over the past 6 months and I believe SRCM is in the middle of it. Check out the patents NOW, see who is interested NOW, what deals are they signing NOW? The IT Network is cash flow positive. The Interactive Channel at the VERY LEAST will do business as a content provider. At the very least this will be a small profitable co., they are not going out of business. If I'm right about the patents this co. will be HUGE. At a 17$ stock price and a 200 million$ market cap, do you think the short side of this story is worth the risk of being very wrong? Not trying to convert you but honestly trying to help you not getting hurt. Of course I could be wrong.. it wouldn't be the first time and won't be the last. Sincerely, MW