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To: Scott S who wrote (12985)12/15/2001 1:07:31 PM
From: Larry Kagan
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I disagree. I believe the widespread adoption of yet another piece of obsolescent hardware will not occur.
Given the fast pace of related evolving technology , new and changing services may be deployed more cheaply and quicker to market for the MSOs if a centralised server at a vendor site is the target for software and/or hardware upgrades.
It is a generally regarded fact, that a fat server and a thin client in an environment of constant change, would make the most sense for both consumer and vendor in terms of cost AND benefit.
regards to the ACTV longs,
-Lk

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To: Larry Kagan who wrote (12986)12/16/2001 12:47:23 AM
From: Scott S
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Larry, you said:
" would make
the most sense for both consumer..." Explain this further please. How does your approach benefit the consumer? And if it does, then why isn't the consumer buying it? Furthermore, you didn't explain how your approach can coexist with Hdtv. Granted, the tivo approach is imperfect. But I doubt Sony would invest 2 million in it, AND license the technology, if they thought it was a complete bomb. Perhaps the problem here is that I am misusing the term 'interactive tv'. Basically all tivo is so far is a way for the consumer to break down time barriers and watch what he wants when he wants to by recording content onto a hard drive in his box. I'm not an investor in tivo OR iatv at the moment and, in fact, still have more reading to do to catch up with all that tivo or Actv has to offer. But tv and internet are melding and, considering that AT&T Broadband just virtually 'crashed' here in my part of Massachusetts for a month because of a surge in traffic following 911 (according to the cable guy. Who knows if that was really the reason or not...) I think I can still say that even a simple broadband connection to the web isn't running as smoothly yet as everyone hoped - and hyped - it would be by now. I'm simply of the opinion that regardless of whether the content is tv or the web, right now, and nearterm, it appears tivo offers a reasonable form of interactivity (for lack of a better word) by keeping that interactivity between the consumer and his box. If you'll read my earlier post carefully, you'll see that I do not denounce Actv altogether by any means. I don't know enough about what Actv offers now to profess such an opinion. Imho their approach and model has evolved so dramatically since I first was familiar witht the co. years ago, that it's hard for me to venture a guess as to exactly what they are up to now.
Don't be quite so defensive.
This thread hasn't changed a bit I guess - you can dish it out, but you can't take it.
lol...
Good luck with it.

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To: Scott S who wrote (12987)12/17/2001 11:45:45 AM
From: Larry Kagan
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Scott, I thought I was clear but I will re-state.
The consumer would benefit when services and their underlying technology changes, for whatever reason.
Once you buy a new piece of hardware, you are subject to its limitations, i.e., it may exclude new services, it may break, etc. On the other hand, if you can get such services from a centralized vendor and you've got a minimally compliant digital STB, then you don't worry about such details.
ACTV is in no way competing with Tivo, and I was in no way attacking you.
regards,
-Lk

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To: Larry Kagan who wrote (12988)12/18/2001 3:57:20 AM
From: Skywatcher
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and no one has ISWI?
AHA
CC

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To: Skywatcher who wrote (12989)12/18/2001 11:40:01 AM
From: StaggerLee
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I have ISWI (actually I own ISWIW). I am astonished by how little attention that stock has received on SI. Reminds me a lot of IATV on its way up, except that nobody is talking about it. And except, of course, ISWI is profitable.

Happy end of 2001 to anyone who still owns IATV. Live and learn.

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To: StaggerLee who wrote (12990)12/18/2001 4:32:07 PM
From: Scott S
   of 13157
 
No interest in your stockplug, ISWI (cripes,
could they make the symbol ANY harder to remember even if they TRIED. lol)
You said, " Reminds
me a lot of IATV on its way up... "
That's what I'm afraid of. (In case you didn't notice, IATV is at 1 and a half dollars per share or thereabouts.)
Save it, SLee. What happens to your sports gambling outfit if it encounters legal restrictions? Never mind. I don't evn want to hear about it.
As for TIVO, it just came out with it's latest earnings report and, admittedly, it looks a little scary, actually.

Guess I'll remain on 'watch and see mode' for all of these ia stocks.

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To: Scott S who wrote (12991)12/19/2001 11:18:13 AM
From: Phil M
   of 13157
 
ANY UPDATE ON THE DISNEY SUIT?
PHILM

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To: Phil M who wrote (12992)12/19/2001 6:11:54 PM
From: mike.com
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I think it will be Spring before we hear anymore about that. It seems the judge's long version of the Markman proceedings must have got lost. Meanwhile, the stock is deader than a doornail. Reese has done a terrible job getting anyone interested. We've gone from one extreme to another. Samuels may have overpromoted but at least he promoted the company. I guess it's hard to promote when there's nothing to promote.

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To: Phil M who wrote (12992)12/20/2001 12:47:30 PM
From: Skywatcher
   of 13157
 
Yes, Michael Eisner is still wearing one with EARS....
CC

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To: mike.com who wrote (12993)12/26/2001 3:29:07 PM
From: Stephen Krupa
   of 13157
 
Mike,

The following is excerpts which might (?) encourage you to hang in.....
"Cable-Satellite Fight Heats Up
By Lisa Delgado

2:00 a.m. Dec. 26, 2001 PST
When Lynn Ellis has a movie night at home with her family this winter, she gladly skips the cold drive to her local video store in Evanston, Illinois.

Instead, she pops some popcorn and -- with a few clicks of the remote -- she orders a film from her Insight Communications digital cable video-on-demand service. Video on demand lets her choose from hundreds of videos to watch whenever she wants.
When she needs information about local news, entertainment and weather, she picks up her remote and searches Insight's interactive community guide, LocalSource.

"It gives more information than the paper can," she said. Plus, "it's easier to use than the Internet because it just takes a couple of clicks."

Insight is counting on video on demand and interactive local content to keep subscribers such as Ellis happy -- and keep them from switching to satellite TV.

"The new battleground between cable and satellite is shifting to interactive services," said Phillip Swann, president and publisher of TVPredictions.com."


The complete story is at---
wired.com

Does the word "interactive" signify what we've been waiting for?

Regards,
Steve

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