I must confess to my Foolish friends that I'm experiencing something of a time warp. Earlier in this decade, as a media analyst with primary responsibility for covering such major cable operators as Comcast
Now, as I look over the quarterly results for OpenTV
Liberate had a fine pedigree, including having been sired by Larry Ellison's Oracle
OpenTV's stock-in-trade is now middleware, although it also plays in the digital recorder world, along with TiVo
I suppose the question on the minds of Fools everywhere is whether to buy OpenTV by the bucketful, with an idea that it might someday approximate its previous price levels. I think not. Interactive companies clearly have a place in the media world, but from an investment perspective, they've had their fling.
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Fool contributor David Lee Smith does not own shares in any of the companies mentioned. He welcomes your questions or comments. The Motley Fool has a disclosure policy.