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Technology Stocks : Visual Data (VDAT) -- Ignore unavailable to you. Want to Upgrade?

To: jeff greene who wrote (134)	3/17/1999 9:00:00 AM
From: Fundamentls	Read Replies (1) \| Respond to of 405

Jeff, does the ITVU/VDAT partnership compare to or exceed the capabilities of BCST in producing and distributing video and audio JMHO, but I look at it this way 1. Filming - VDAT 10, BCST 0 2. Live transmission of video/auto master to production site - VDAT (DNET) 10, BCST 5 (quality & cost) 3. Production - VDAT 10, BCST 0 4. Storage - ITVU 5, BCST 5 5. Streaming - ITVU 8, BCST 5 (ITVU further along in distributed multicasting capability) 6. Eyeballs - BCST 10, VDAT/ITVU 1 I like this equation. Eyeballs are expensive and we really don't know who will win them, or even what paradigm they will see the net through in a couple of years. I like this as an infrastructure play - they can service anyone who can get the eyeballs. Regards, Fund