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

To: art slott who wrote (3712)	5/17/1999 11:48:00 AM
From: JackSkip	Read Replies (2) \| Respond to of 13157

Can you imagine how excited the networks will be to actually do customer profiling. This alone is huge!!! ************  HyperTV will allow ACTV, networks and the advertisers to collect a significant amount of information about the users – what they buy, what they watch, what they spend, what they enjoy. This will allow them to do targeted, interactive advertising, and will lead to very powerful marketing activities such as customer profiling, interactive marketing, lead generation, online coupons, prizes, and ultimately, e-commerce. We believe that HyperTV will be particularly effective in stimulating “point-of-sale” or “impulse” purchases. For example, during a TCI Box Music concert, HyperTV can be pushing the convergent user the opportunity to purchase the CD, or a concert T-shirt or hat, or even an autographed guitar from that concert. Convergent users will be able to purchase merchandise right “in the moment,” at the “point-of-sale.”

To: art slott who wrote (3712)	5/17/1999 11:54:00 AM
From: StaggerLee	Respond to of 13157

By "friendly takeover" you mean one that benefits current management. Will somebody please review the new Bridge projections (on excel)? The first issue I have is obviously the use of $4.95 per subscriber instead of $2.50. If you use $2.50 the model suggests a valuation of $15.11 to $16.14, instead of $32-$35, the way I understand it anyway. I have other concerns as well, but the hell with it. Bridge Group still hasn't replied to my previous questions. Looks like a hype job to me.