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Technology Stocks : RealNetworks (NASDAQ:RNWK)

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To: Cesare J Marini who wrote (4666)12/16/1999 4:37:00 PM
From: Scott C. Lemon  Read Replies (2) of 5843
 
Hello Cesare,

> No, ITVU does not compete with RealNetworks. RNWK makes software
> that streams different media types over the Internet.

Correct ... they do not compete today ... maybe RealBroadcast Network (a portion of Real) competes with InterVu ...

> ITVU is the hardware end of the business -- they are ones that
> physically deliver the data over the network using their servers.

They are not really in the "hardware" business, since they don't make hardware ... I would look at them as more of a "distributed Internet Application Service provider" ... they have built a distributed Internet service (out of off-the-shelf hardware/software and some custom developed software) that provides a "live multimedia" distribution infrastructure ...

And as a shareholder of both RNWK and ITVU I couldn't be happier! ;-)

Scott C. Lemon
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