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)
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)
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
``The market is perceiving that ValueVision will become more heavily focused on the
Internet,'' analyst Steve Monte of Security Capital Trading told Bloomberg News.
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)
local calls in england are not free. the isp gets
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
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.
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
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."
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
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..
in the long run be good for US economy..
any one wants to add to this column will be
Disclaimer; I am a personal investor and have holdings in
T,AOL, MSFT and several other companies.