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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: ztect who wrote (6225)	1/15/1999 11:46:00 AM
From: Adamson	Read Replies (1) \| Respond to of 18998

Rumors have been posted here that BII was at an e-commerce meeting in NY. If (that's a big If, since MP won't give details) they were in NY, it was for other reasons, apparently. From today's Globe & Mail: >>The chief executive officers of two dozen major media, technology and other global companies involved in electronic commerce met in New Yor yesterday to find common ground for dealing with Internet-related issues on a world-wide basis. The CEOs, including Jean Monty of BCE Inc., the only Canadian company represented, Louis Gerstner of International Business Machines Corp., Gerald Levin of Time Warner Inc. and Thomas Middlehoff of Bertelsmann AG, set up nine working groups to focus on issues such as content, privacy, infrastructure and consumer confidence.<<

To: ztect who wrote (6225)	1/15/1999 11:58:00 AM
From: Ron Harvey	Read Replies (1) \| Respond to of 18998

Interactive TV via digital cable boxes has the dramatic potential, I believe, to become the rough equivalent of the internet story. The pressure to compete will force all cable companies to go digital in order to facilitate interactive TV entertainment and commerce. A little company named ACTV has proprietary interactive TV software and important alliances with large companies (Liberty Media, an equity owner; John Malone's TCI; General Instrument, the largest cable box producer and an equity owner; and Sun Microsystems. The stock's symbol is IATV and hit new highs yesterday and today after some solid basing. (It's bidding 5 3/16 as I write this.) There's a Web site at www.bridgenyc.com with a detailed multipage buy rec and analysis from Bridge Technologies that can be downloaded. I own some and expect to add to my position. As the interactive TV story continues to unfold and IATV gets better known as the little powerhouse that it is, I expect that longer-term holders will be well rewarded as the stock makes a steady climb into double digits.