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

To: Sorin A. David who wrote (547)	7/22/1998 9:17:00 PM
From: Pluvia	Read Replies (2) \| Respond to of 3015

Something to think about. You may have seen this already - its a June 30 @Home release. Notice how much of the North American market they already have access to via contract. 1/2. That's right. Now, who do you think will win the war of providing TV internet access to cable homes? @Home - who already has a working tested cable access product and contracts to half the cabled homes in north america, or SRCM. Lets work this one out together. SRCM, No working product, failed cable contracts. SRCM's competitors - MSFT proven product and in homes. Wink, Cablesoft, WorldGate, all proven products and in some homes. How the heck will SRCM compete with Wink, WorldGate, Cablesoft and MSFT to get into homes when SRCM's competitors are IMO WAY ahead?? And what if this seemingly likely scenario happens... What if @Home makes a deal with - lets say WorldGate, Wink, MSFT or Cablesoft, - all guys that HAVE finished tested interative TV products to provide internet TV to the non PC households?? Where then will SRCM be? Lets say it together - IMO - day be otta business. Here's the press release... REDWOOD CITY, Calif., June 30 /PRNewswire/ -- Ten new distribution agreements reached with North American and International cable operators, representing more than 10 million new homes, in the second quarter 1998 highlights @Home Network's (Nasdaq: ATHM - news) accelerated momentum and strong commitment to widespread deployment of high-speed Internet services. These new affiliate agreements when combined with @Home's existing cable affiliates, gives @Home exclusive access to more than half of all homes passed by cable in North America, making @Home the undisputed leader in high-speed Internet services via the cable infrastructure. In North America, @Home Network recently entered into distribution agreements with Century Communications Corp. (Nasdaq: CTYA - news), Insight Communications, Bresnan Communications Company, Lenfest Communications, Jones Intercable, Cogeco, and Garden State Cable. Under these agreements, @Home Network will deliver high-speed Internet services in Los Angeles, Colorado Springs, Indiana, Illinois, the upper Midwest, Philadelphia, Delaware, Washington, D.C. region, Quebec, Ontario, and Southern New Jersey. The respective services will be named Century@Home(TM), Insight@Home(TM), Bresnan@Home(TM), Suburban@Home(TM), Jones@Home(TM), Cogeco@Home(TM) and Garden State Cable@Home(TM). The services are planned to begin deployment by the end of 1998. In addition, @Home gained access to the former Prime Cable properties in Las Vegas and Illinois that were acquired by Cox Communications. These new affiliates join @Home Network's existing partners: Tele-Communications, Inc., Comcast Corporation [Nasdaq:CMCSA - news], Cox Communications, InterMedia Partners, Marcus Cable, Rogers Cablesystems and Shaw Communications. @Home's footprint encompasses major metropolitan markets in the US including: Los Angeles, San Francisco Bay Area, New York, Philadelphia, San Diego, Baltimore and Phoenix.

To: Sorin A. David who wrote (547)	7/22/1998 9:31:00 PM
From: Pluvia	Read Replies (1) \| Respond to of 3015

<<<Then why did Microsoft buy WebTV if there is no market in TV Internet browsing? Sure, it is not as powerfull as PC Internet, but it is here and Microsoft proved it. >>> Look at sales of WebTV. They sux. They are likely the most entrenched (please correct me if you have statistics), of the players in that group (Wink, Cablesoft, WorldGate), and yet they sure as heck arent seeing huge increases in sales. But PC's? Everybody's getting one. Lots have them and the numbers of households without PC's is shrinking real real quick. PC internet use in households is growing 80% compounded every year according to a study I posted from several days ago. Predicted to grow faster with the sub $1,000 PC's on sale now. So will PC Internet become defacto before TV Internet has a chance? Who knows, but the growth numbers I've seen so far lean toward PC Internet IMO.