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


To: Champolion who wrote (4068)5/23/1999 2:12:00 AM
From: Jim Mulis  Read Replies (3) | Respond to of 13157
 
Hey Champ, I don't think you understand T or Liberty. Your statements are in quotes.

"Have you noticed that AT&T or even Liberty Media never mention ACTV
in their press releases. Never a word. You, and a few other ACTV
cheerleaders always have to establish the link between what they
publish and what you think it means for ACTV."

These guys are pros. They don't advertise what they are going to do. Liberty didn't hint at putting their interactive assets into TUNE. They just made a $4 stock a $40 stock. No problem. They don't talk about their other investments either. They don't talk about Wink or Worldgate any more than they talk about ACTV. When they are ready to do something, they just do it.

"Finally, there is still a risk. The market could escape ACTV.
An HAUP of interactive TV could pop out of a dark corner shaking a
deal with BRCM, RNWK, YHOO, etc. and offer a solution that would not
be covered by ACTV's patents."

Oh, I don't know about that. If I understand the patents, nobody is going to walk through our backyard without our permission. The way Samuels has assembled our patent portfolio will probably be studied at Harvard Business School for years to come, IMO.

"I'm sure you noticed they also invested in a number of ACTV's
competitors. I think they will continue that way until the market
picks its winner. Then, they will go with that winner."

I'm not sure what you mean by this. They have invested in other ( technology ) companies that are in the same general field. No other company competes directly with ACTV. I thought you would have known that. It's like comparing investments in newspapers, billboards, and television. They're all media, but they are not all the same.

"Brief, brief, Wall Street will want to see facts before to invest
further. ( sic )
Secondly, retail investors will not support ACTV because their
business is not trendy enough (no portal, no auction, no webcast,
no on-line shopping mall, no brokerage services, etc.). I mean you
won't see as many retail investors in ACTV as in Yahoo!."

In case you didn't notice, April usage for the top 25 web sites (Yahoo included ) was flat. Have the net stocks started to peak? What could be the NEXT BIG THING, as Art would say? The only thing holding us back is the roll out of digital boxes. The pace of digital roll out will accelerate with AT&T's leadership and the impending purchase of Media One. Personally. I'd rather be invested in ACTV at this point than Yahoo or Microsoft.

"I might still be able to get back in at $12 a share."

A more suspicious person might think that you were trying to talk the stock down to $12 so you could buy it there.

Jim




To: Champolion who wrote (4068)5/23/1999 2:45:00 AM
From: TENNET  Read Replies (1) | Respond to of 13157
 
Champolian, I found an article connecting Liberty to ACTV: hope this helps you in your DD--
Liberty Media Increases Investment in ACTV, Inc., Strengthening Key Partnership
NEW YORK and ENGLEWOOD, Colo.--(BUSINESS WIRE)--April 13, 1999-- Liberty Media Group (NYSE:LMG.A, LMG.B) and ACTV, Inc., (NASDAQ:IATV) today announced an agreement in principle whereby Liberty will invest an additional $9 million in ACTV, Inc., by exercising previously existing options and purchasing additional common stock. In addition, Liberty will receive new options in ACTV, Inc., which it may exercise over a period of one-to-five years. If these options are fully exercised, Liberty's investment in ACTV, Inc., will total more than $100 million, representing an estimated 25 percent interest in the company.
As previously announced, Liberty Media has made a proposal to TCI Music, Inc. (NASDAQ:TUNE, TUNEP) pursuant to which Liberty would contribute substantially all of its directly owned Internet and interactive television assets to TCI Music in exchange for newly issued shares of TCI Music's Series B common stock. The assets proposed to be contributed to TCI Music, which would change its name to Liberty Digital, Inc., would include Liberty's holdings of ACTV's securities.

ACTV is a leader in interactive digital television with its proprietary "Individualized Television" programming capabilities, and a pioneer in TV-Internet convergence with its patented HyperTV(TM) software application. In addition to Liberty's initial strategic investment of $5 million in September 1998, the companies announced a joint venture which is currently exploring other applications of ACTV's technology.

Lee Masters, president and CEO of Liberty Digital, said: "ACTV has continued to develop a suite of innovative applications which fit very well with Liberty Digital's strategy of bringing new digital and interactive applications to the marketplace."

"Liberty Media and Liberty Digital possess incredible vision and foresight, and ACTV could not ask for stronger partners," said David Reese, president and chief operating officer, ACTV, Inc. "We greatly appreciate their support and look forward to continuing our work together."

ACTV and TCI Music's The Box Music Network are currently collaborating on an enhanced version of viewer-controlled music programming, using ACTV's proprietary digital programming technology. The Box Music Network and ACTV believe giving the viewer greater control over the experience might drive viewer satisfaction and take rates for pay-per-view programming featuring live concerts and musical events.

This February, ACTV joined Liberty Digital as the initial tenants in AT&T Broadband & Internet Services' (formerly Tele-Communications, Inc.'s) National Digital Television Center-Los Angeles, one of the nation's leading digital content creation facilities.

About ACTV, Inc.

Whether it's for the rapidly emerging digital television platform, the Internet or a convergent TV-Internet experience, New York-based ACTV, Inc. uses its patented software applications -- HyperTV(TM) and "Individualized Television" -- to dramatically enhance any television or video-based program. ACTV is committed to improving the television and Internet experience for consumers by enabling the creation of more compelling content, while allowing programmers, advertisers and others to establish valuable one-to-one relationships with consumers.

ACTV has relationships with many of the dominant players in the Internet, television and digital technology fields, including: Liberty Media Group (NYSE:LMG.A, LMG.B); AT&T Broadband & Internet Services (formerly Tele-Communications, Inc. - NYSE:T); General Instrument Corporation (NYSE:GIC); Scientific-Atlanta, Inc. (NYSE:SFA); Sun Microsystems (NASDAQ:SUNW); FOX Sports Net; TCI Music (NASDAQ:TUNE, TUNEP); TV Guide Networks, Inc. (NASDAQ:TVGIA); SkyConnect, Inc.; Pioneer Digital Technologies, Inc.; Cablevision's Rainbow Sports; and The Sarnoff Corporation. In September 1998, ACTV Entertainment and Liberty Media formed a joint venture, LMC/IATV Events, LLC. ACTV Entertainment and HyperTV Networks, Inc. are subsidiaries of ACTV, Inc. For more information, visit ACTV's Web site at actv.com.

About Liberty Media Group

Liberty Media Group holds interests in numerous globally branded entertainment networks such as Discovery Channel, USA, QVC, Encore, and STARZ!. Liberty's assets also include interests in international video distribution businesses; international telephony and domestic wireless; plant and equipment manufacturers; and other businesses related to broadband services. Liberty Media Group Class A and Class B Common Stock are tracking stocks of AT&T Corp. and are traded on the New York Stock Exchange under the symbols LMG.A and LMG.B, respectively.

Disclaimer: This news release contains forward-looking statements as defined by the Private Securities Litigation Reform Act of 1995. Forward-looking statements include statements concerning plans, objectives, goals, strategies, future events or performance, and underlying assumptions and other statements which are other than statements of historical facts. These statements are subject to uncertainties and risks including, but not limited to, product and service demand and acceptance, changes in technology, economic conditions, the impact of competition and pricing, government regulation, and other risks defined in this document and in statements filed from time to time with the Securities and Exchange Commission. All such forward-looking statements, whether written or oral, and whether made by or on behalf of the Company, are expressly qualified by the cautionary statements and any other cautionary statements which may accompany the forward-looking statements. In addition, the company disclaims any obligation to update any forward-looking statements to reflect events or circumstances after the date hereof.

CONTACT: Bratskeir & Company (for ACTV), New York
Mike Rosen / David Rosenberg
212/679-2233
mrosen@bratskeir.com
drosenberg@bratskeir.com
or
Liberty Media, Englewood
Vivian Carr
720/875-5406
Sorry guys, I guess i'm a little defensive tonight!



To: Champolion who wrote (4068)5/23/1999 1:43:00 PM
From: Mike Fredericks  Read Replies (1) | Respond to of 13157
 
Champolion-

A) Out of curiosity, why the fixed font? On a UNIX box running Netscape, fixed font turns into this tiny unreadable font that gives me a headache... at the same time I want to be able to read your posts?

B) I partially agree with your post, but I also have a question. First, you said:

Have you noticed that AT&T or even Liberty Media never mention ACTV in their press releases. Never a word. You, and a few other ACTV cheerleaders always have to establish the link between what they publish and what you think it means for ACTV.

I agree with this to a point - I think that there are people who see a press release from Liberty, AT&T, ATHM, etc., and assume it's a plus for IATV... I'm much more conservative and only assume IATV is in use when there's been a press release to that effect. But I'm not assuming that just because there's no release, IATV isn't involved... I would certainly like to see more IATV mentioned...

Then you said:

I'm sure you noticed they also invested in a number of ACTV's competitors. I think they will continue that way until the market picks its winner.

I (and everyone here) saw the press release which showed that AT&T was using Wink for it's upcoming interactive advertising, but not counting that release, could you please provide citations to press releases (or other news) showing which competitors Liberty and/or AT&T have invested in? I think that this would be very enlightening information, if you could provide it.

Thanks,
-Mike

EDIT: In another post (#4075) you said:

1. I believe AT&T/Liberty invested in other companies that plan to
provide the same type of services ACTV is advertising. I was not talking about AT&T's investments in RNWK, @Home, TCI, etc.


Um... ok, what are these companies? Just like I don't like people blindly stating "Mike F's wrong" without support, I don't feel comfortable taking negatives about IATV at face value without support.

-Mike