To: Rajiv who wrote (1166 ) 3/6/1999 1:18:00 PM From: Andrew Ghezzi Respond to of 1329
I agree that the sight is not overly impressive. I would hope that with the aid of Oracle et al. that this would become something to sniff at. I'm amazed at the lack of activity of here, given the flurry over on Yahoo. A few things: Internet portals are falling over themselves to get impressions in the marketplace. Banner ads can only go so far when it comes to attracting the right group and the accuracy of this information is constantly developing. The next logical step for this year is the cross development and marketing between media and the internet. SATH enters the picture out of nowhere. I look at them as a company with the wrong business model (pure TV retail) in the right place at the best time (internet explosion). Beyond this, a whole new era for the company opens up when they have the unprecedented ability to sell goods via 60,000,000 impressions (at some point in the day) on the internet and on the TV. Now you see @home and Excite and potentially rumored VVTV and Go2Net. Gee.....looks like SATH got left out of the picture! Yes, thats right folks! Lilly is just sitting at home (no pun intended) scratching his head trying to figure out why all the hub bub over portals. He's content buying a few stations here and there, increasing his debt and hoping for the best. SEE HOW SILLY THIS SOUNDS? Based on today's stock activity, you would think people are selling because of this. Can you imagine? Heck, the company goes out, links with Oracle and buys a station and the investors are crying that he's draggin his feet. A company can only move so fast, and I would actually like to see SATH digest this stuff for at least another 2 quarters. Granted the market place is moving along at a blistering pace, but I think we can't go anywhere until the new sight is up and running and looking good. Patience..patience.....this just might actually work.. IN MY OPINION!!!!!!!