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Technology Stocks : IATV-ACTV Digital Convergence Software-HyperTV -- Ignore unavailable to you. Want to Upgrade?

To: JackSkip who wrote (3702)	5/17/1999 10:31:00 AM
From: Mike Fredericks	Respond to of 13157

Actually, we did talk about both events. Both are very strong positives. If Wolzien didn't feel good about IATV, he would have accepted more cash and less stock than he did. IATV needs NOC's like the ones Exodus can provide if they are going to service the future customers... without that NOC they can't go forward with Hyper TV (although they could certainly do the less-interesting to you all but still very interesting to me multiplexing-interactivity). What's missing from the picture is the definite roll-out date. -Mike

To: JackSkip who wrote (3702)	5/17/1999 11:10:00 AM
From: art slott	Respond to of 13157

Ms. Reif-Cohen has Actv on her watch list. She was quoted in the Fortune Mag story on Actv. The same force that is driving up advertising revenue even as audiences decline is providing the networks with what some predict will be significant benefits as soon as next year. "The incredible promotional platform represented by the networks is going to provide them with big opportunities," said Jessica Reif-Cohen, an analyst for Merrill Lynch & Co. The networks have taken steps to exert more authority over their affiliated stations and cut costs through layoffs and tightened reins on program expenses, Ms. Reif-Cohen noted, and she predicted that "investor sentiment will swing wildly in favor of the broadcast networks this year." nytimes.com