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Technology Stocks : Source Media SRCM -- Ignore unavailable to you. Want to Upgrade?

To: MW who wrote (2527)	5/24/1999 2:51:00 PM
From: Kevin Podsiadlik	Read Replies (1) \| Respond to of 3015

So you are saying that the recent price action of the stock reflects growing investor uncertainty that the deal with TV Guide will get done. No. Now you're saying that because the price of the stock has dropped TV Guide may somehow be less inclined to complete the transaction. There we go. it seems to me more likely that if the stock price of srcm was a significant factor in the deal Manifestly true, as TVG is getting compensated entirely in SRCM stock. AND the very act of completing the deal would send srcm's stock back up as the uncertainty is lifted Now, you see, this is where you're hung up. You're assuming "deal closes = stock automagically soars", end of analysis, without even considering the implications of the closing of the deal. Without even getting into the "sell the news" canard, anybody who buys SRCM based on the news is going to run into one very large seller, namely, TV Guide. One question kev. Would you rather own 100% of a co. worth 200 million $, or 60% of a co worth a few billion??? Why just a few billion? If you're going to extract figures from your large intestine why not make it the next MSFT? >>snippage<< So please explain to me again why a comparing TV Guide to @home is so outrageous. Non sequitur! This isn't about TV Guide, this is about a joint venture with all of $10 million in funding, trying to market the same technology that SRCM went $100 million or so into debt trying AND FAILING to market.