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

To: GPB who wrote (3811)	5/18/1999 1:52:00 PM
From: Mike Fredericks	Respond to of 13157

Do any of you guys think that they might have a PR to coincide with the AM. I have no inside information to this effect, but I agree with you that this would be the perfect time to announce a (some) specific roll-out dates. Someone at that meeting better ask that question if they don't volunteer that information. If they do not announce a specific rollout date, instead saying "sometime in 1999" like they said in the most recent release that included a date, then that would be a negative to me... we're already almost halfway through the year, and if they don't have a definite date yet then I would worry that the rollout wouldn't occur until next year, and if other people shared my concern the stock would quite possibly drop as people got out figuring they'd get back in in a couple of months. My hope (big strong major hope) is that they have a rollout date and some more specific programming in mind, plus some more details about other HyperTV applications than e-school. The recent report just listed e-school under HyperTV apps, but you don't need a 100K user NOC for e-school. I figure that there is a reasonable possibility that they have news to release that they want to hold until the annual meeting. They could release it the day before so that everyone could ask about it at the meeting, or they could release it the day of, right before or even during the annual meeting. I'd also like to see some details on how much revenue they expect - are they still expecting 1/2 of the gross with the cable company and the Fox sports sharing the other half? What about the small company jointly founded by Liberty/TCI and IATV where IATV owns 1/3 of the company? Does this mean IATV gets 1/3 of the gross? Questions abound (different people are using different percentages when they try to estimate IATV future revenues) and I hope that the company uses the annual meeting as a forum to address these questions. I'm sure that the answers are favorable, but I'd still like to see them in writing, you know? -Mike