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Time Warner Inc. Message Board

  • EXCITEtoMERGE EXCITEtoMERGE May 6, 1999 8:22 AM Flag

    VVTV ceo on NBC today also rumors

    of deal with EXCITE.

    "We believe that the NBC/GE Equity deal is not the ending
    point of Gene McCaffery's vision for VVTV, but the starting point." �"we love VVTV's
    position alongside NBC and GE and would not be surprised to see further strengthening of VVTV's
    online presence through an alliance with an established Internet portal player. We restate
    that VVTV is a well positioned, undervalued Company in the converging world of direct
    retail and E-commerce". (Janco Partners Report March 26 1999)


    5) NetRadio: they
    own 15% of the equity of Net Radio, a company that will be filing to go public any day
    now. And we believe that entity is worth a substantial amount. It's a way to get music over
    the Internet. (THE WALL STREET TRANSCRIPT ALAN B. SNYDER April 5, 1999)
    "We estimate
    that VVTV's 14% (ultimate fully diluted ownership after option exercise) ownership of
    NetRadio is worth $70 million or approximately $2.30 per fully diluted share". (Janco Partners
    Inc. Feb. 11 1999)
    89
    Please note that according to a filing (form s-1) last Friday
    April 30 VVTV will own 22.1 percent of NetRadio.

    6) Internet player: ValueVision
    appeared to join the list of hot Internet plays. (Investext Reports 30 Dec. 1998. Media Group
    Research).

    ``The market is perceiving that ValueVision will become more heavily focused on the
    Internet,'' analyst Steve Monte of Security Capital Trading told Bloomberg News.
    (Minneapolis
    Star
    Tribune)
    http://www.elibrary.com/id/238/250/getdoc.cgi?id=131672192x0y1494w0&OIDS=0Q002D0
    05&Form=RL&pubname=Minneapolis_Star_Tribune&puburl=http~C~~S~~S~www.startribune.
    com&querydocid=629753@library_i&dtype=0~0&dinst=0

    ValueVision might partner with other Internet companies, including search engines such as Yahoo!
    Inc., to lure more customers. And ValueVision' s ability to promote its Internet site on its
    TV programs could attract more online users, analysts said. ( Minneapolis Star Tribune)
    http://www.elibrary.com/id/238/250/getdoc.cgi?id=131672192x0y1494w0&OIDS=0Q002D0
    05&Form=RL&pubname=Minneapolis_Star_Tribune&puburl=http~C~~S~~S~www.startribune.
    com&querydocid=629753@library_i&dtype=0~0&dinst=0

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    • e32 eret

    • AOL has to do something, and announce it quick before the price goes any lower. We are all losing money, including case..LETS GO!!

    • the ball

    • local calls in england are not free. the isp gets
      a portion
      of the cost of the call every time
      someone connects to their server, as a result AOL is
      losing big. the only people that
      still use AOL in the
      UK are those that don't know any better
      or don't
      want to have to change their email address.

    • I have owned just since last November. I check in
      on the movements of the stock more than I should --
      I admit that. But I don't worry about every little
      motion of the price. I'm in this long term.

      Most
      people can't time the market very well. Anyone that can
      time the market and make more money than holding is a
      rarity IMO. I wouldn't mind seeing the actual breakdown
      of someone who claims to do this, discounting taxes.
      It would be interesting to see how that plays out
      against holding long term.

      In any case, different
      methods for different people. But...I have trouble with
      the whining, too.

      It's going to take effort
      from the more serious longs to help this board have a
      little more substance. A big thanks to those who
      try.

      Good luck to all.

    • Just remember this, LU is a spin-off from T and
      has substantially outperformed T since. By the time T
      gets Broadband to the masses it will be outdated. The
      leader is of course LU in the telecom industry, not T.
      Just think, when T and MSFT are knocking on your door
      asking if you'd like the cable hook-up, your answer will
      be, "No thanks, the antenna on my laptop connects me
      to satelleite internet access anywhere I am, not
      just in my house."

    • everyone joining t is reaping the benefits money is flowing in

      look and open your eyes

    • This is an open letter to steve case from someone
      who likes aol amazon and yahoo's contribution to the
      info super highway..

      I think att is going to be
      a formidable force and the chain of events can
      derail aol from being a darling to an also ran. yhoo is
      well placed in all events because it is web neutral
      but aol in my opinion should merge with att.. but it
      depends whether att will really want aol becasue they
      really dont need aol. so aol should better start
      thinking quick..

      Aol should stop whining about att
      in congress and start creating a dialogue with att
      if they want to succeed...

      i am also very
      appreaciative of Michael Armstrong and he is putting together
      an institution at att that should rightly give these
      local phone companies some real comepetition... local
      phone companies have become fat cats and have impeded
      the growth of technology because of there political
      posturing and there personal agendas..

      on the other
      hand Michael Armstrong should be very careful with
      microsoft and not cede any strategic control and not let
      microsoft do to att what they did to ibm. ATT should keep
      the box open for msft,java and other technologies and
      better be careful taht msft employs secret weapons
      through their hidden technologies so that competition
      product doesnt work well...

      Justice, FCC and FTC
      should quickly clear att's merger of mediaone so that US
      can benefit from real competetition..

      That can
      in the long run be good for US economy..

      If
      any one wants to add to this column will be
      appreciated..

      Disclaimer; I am a personal investor and have holdings in
      T,AOL, MSFT and several other companies.

    • View More Messages
 
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