Audible Inc-(Nadaq-ADBL) Message Board

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Technology Stocks : Audible Inc-(Nadaq-ADBL)

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To: Redhook who wrote (91)	8/12/1999 6:00:00 PM
From: William T. Katz	of 165

Some interesting comments during the conference call: - Possibility of kiosks in physical stores!?? They mentioned how some computer stores were very interested in setting up a kiosk where you could bring in your audible player and simply download content at presumably very high data rates .... this would be great for customers that have crappy 28.8k modems but want 8 hour books. - Much of $500k revenue was due to Microsoft's agreement. In fact, some of that revenue under "Other" needs to be moved to "Hardware" since Microsoft purchased a large number of their players. - Once they introduced their free players for $10/mo for a year required purchasing, their hardware is flying off the shelf. [Side note: i'm a new customer that took them up on this offer:) ] Now they are a little worried of running out of their hardware before Rio and Win CE players get out on market. - Win CE devices are escalating a lot faster than they thought. - They will be looking at additional revenue possibility by selling placement in their web site. They were aware of Amazon.com's trouble when that company did it. They are thinking of more subtle ways of arranging their display. [any more thoughts?] - Robin Williams' original content is supposed to be pretty cool but they are saving it for a bigger splash. - Lots of people are taking them up on their time-critical content, e.g. the WSJ is a best-seller for them. This bodes well for subscription services and recurring revenue. - They are comfortable with projected expenses and wouldn't mind a slight bump in their revenue projections. - They are really kicking a** when it comes to getting stuff out on the web quickly. They mentioned an example of the Starr Report and how rapidly they had that out compared to even regular media. - Possibility raised of some kind of ad/sponsoring for additional revenue. [While I don't like additional ad's on stuff I purchase, I do like the idea of companies providing sponsored content... like Microsoft buying me a week of the NYT in exchange for me hearing their name a few times during the program] --------- Overall, a great report and conference call. Indicates a solid management team knowledgeable in the content industry... this team is also looking for additional revenue streams. I wish I had bought a lot lot more at the 6 3/16 basis I'm at now. If the price drops from here, I will certainly be accumulating as much as is prudent. If y2k hammers the market, this stock will be on my short list. -Bill

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