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Technology Stocks : IMON - Quoted from Barron's Corporate Reports -- Ignore unavailable to you. Want to Upgrade?


To: Oput who wrote (23)1/13/1999 7:28:00 PM
From: David Sirk  Respond to of 2220
 
This is Info off the Raging Bull thread.

CE CALL NOTES

Henry Fong, Chairman of Imaginon
David Schwartz, President of Imaginon, former Vice President of Atari
-has 34 patent claims for its unique technology
-discussed strategic alliance with Intel and Sun Microsystems

Sun
-interested in Transformation Data Base Processing and e-commerce
applications
-Sun convinced Imaginon to switch from C++ language to Java Script to allow
cross platform usage. (I.E usable on all computers)

Intel
-interested in video & audio applications(multimedia)
-PC-TV convergence
-Interactive television and content management
-Imaginon software is written to optimize future Intel chips(Katmai-Pentium III I
assume) not yet released.
-Intel has placed ImaginOn representatives within their booths at Trade
Exhibitions.

Focus
-Video E Commerce
-CD entertainment
-education
-Interactive TV

David Schwartz then spoke about Imaginon's products
1) Webzinger family of web robot products
- SUPRA search engine
- image and video intensive
- real time filter (emphasized inherent filtering ability for children)
2) World Cities 2000 (next generation travel planner, has its own browser for
web integration of video and real time information)
- $6 Billion market
- user is allowed to take a tour around major cities
- American Express partnership in Word Cities 2000
- NY and San Francisco will be the first WorldCities 2000 products...Paris and
London to follow
- Completion due in the summer of 1999
3)Sell On Stream (E-commerce version of World Cities 2000)
- allows businesses to put its own video onto cdrom
-$8-10 Billion E-commerce market
- has contract with a women's apparel company
- interest shown by Golf Magazine, NHL and NFL

Imaginon Web Sites:
webzinger.com
imaginon.com
cities2k.com

PR firm being utilized in NY is Robert Griffin

Discussed acquisition of INow, an Internet Service Provider in the Bay Area
and introduced Will Clarin, President of Inow.

INow
- ISP in Bay Area since 1993
- will host Imaginon Technology to give subscribers added value
- New Generation ISP
- INOW enhanced ISP will begin testing this spring

Schwartz then discussed 3 revenue streams developing this year
1) retail/e-tail sales of sofware (Webzinger, World Cities 2000)
2) licenses and royalties (for tools and search engines)
3) Subscriber fees (Internet services)

Combat