Thanks to DaYooper, Soup, and Lee for your feedback. DaYooper said it best " predicting 2001 and beyond revenues? You're kidding right?"
At the end of the day RNWK is growing revenues at almost 100% annually, they have 85% market share, their technology is not only on 70 million desktops, but also is being embedded in content providers, ISP's, etc., plus they have a broadband strategy and partnerships with AOL, WebTV,&Athome among others. They talk about further monetizing their strong positions with time, but don't provide a lot of detail.
So, the bet is that as audio and video over the internet & intranets grow and RNWK further dominates and locks up their piece of the business, revenue growth will continue at high levels and they will be in a dominant position to benefit.
Looks like its worth a percent or two of the portfolio for now and we'll see how they do.
Tom |
