Date updated:12-31-2008
Focused on technology and new media platforms and services.

-
OPTV
Opentv Corp. - $1.50
- -1.96%
- $1.54
Interactive TV middleware technology for settop boxes and DVRs. Shop QVC without picking up a phone or going to the PC. Long term hold. Not a momentum play.

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YHOO
Yahoo! Inc. - $15.38
- -1.47%
- $15.50
New Media ASP that missed out on search but still in the running for on-line "video" channels with traditional network media partners. Long term hold. Not a momentum play. Still believe it has value for "display" advertising, video and search for Microsoft or another partner.

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SIRI
Sirius Xm Radio I - $0.631
- -0.03%
- $0.6239
New distribution of quality programming radio. Fed up with traditional radio model. It's like TV w.TIVO without the picture. Get the music you want to hear commercial free or the channels like such as CNBC, FOX, ESPN, NFL and Stern. All that's missing is TIVO functions in the car along with a USB for my iPOD. Excellent growth potential in spite of iPODs. Long term hold. Not a momentum play unless you like to live on the edge.

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LINTA
Liberty Media Cor - $10.63
- -1.02%
- $10.71
QVC premier TV and online shopping channels.

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AAPL
Apple Inc. - $199.92
- -0.29%
- $198.33
Run by an excellent "visionary" with exceptional marketing skills. iPODs, iPHONES & iTVs and he is on the board of Disney and Pixar. What more do you need. Technology, Distribution and Content.
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