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

To: Pluvia who wrote (548)	7/22/1998 11:16:00 PM
From: mpeg	Read Replies (1) \| Respond to of 3015

Let's be rational here and think for a minute before you starting typing out all these possible deals. What are the difference among Wink, Cablesoft, WorldGate and SRCM in terms of product and where are they in terms of market deployment? Not much different and SRCM may even be little ahead. From previous postings, you seem to understand most of the technology issues. Why would @Home make a deal with any of these companies? I think you should take a look at the technology behind each of these companies before assuming the "likely scenario".

To: Pluvia who wrote (548)	7/26/1998 12:58:00 AM
From: Sorin A. David	Respond to of 3015

You are doing your homework and I like it. I knew about @HOme since I am also installing their service this monday and I also own @Home shares. However, the TV internet is a viable business (beatms me as of why, but it is) and it would make sense for AOL or Microsoft to want to get into this, if not for any other reason, but to stifle the possible competition. A Virtual Modem, as "virtual" as it may be now, would represent a threat to Miscosoft. You must admit that the possibility is certainly there and it is not something way out there.