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Technology Stocks : PC Sector Round Table

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To: Mark Oliver who wrote (1114)10/22/1998 4:18:00 PM
From: Pierre-X   of 2025
 
Re: Conference calls served fresh on the Web

It's an awesome use of the technology.

As for it's business potential though, I feel it is limited. The size of the market is not large on either side: not that many companies as a proportion of the total make their conference calls publicly available nor are there that many private investors that listen to replays. Conversely, it may turn out that many more companies start to make cc replays available if Realaudio streaming drops the cost bar substantially. As far as 800 numbers go, the long distance charges to listen to an hour-long cc is only 5-10 dollars ... this does not seem to me like a dramatic value proposition ... what do you think the actual population of overseas investors listening to conference calls is?

On the other hand, once it becomes fairly inexpensive to do so, perhaps the SEC will begin requiring it. I'd certainly like to see that happen.

Personally though, I'd rather skim a transcript than listen to an hour of canned reading-from-the-press-release then enduring stupid questions from dorko analysts.

Graphical presentations could simply be posted to the same website. The value proposition for adding video to conference calls isn't clear to me ... do you want to see the dismayed expressions on the faces of execs when they get caught off guard by a tough question? <g>

I listened to a streamed cc replay about a year ago, I believe it might have been Intel.

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I believe the -companies- in the streaming engine supply chain have good prospects though. I agree that we'll see ever-increasing usage of such technologies, and I agree it will drive horsepower and storage demand at both the server side and the client side.
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