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Technology Stocks : RealNetworks (NASDAQ:RNWK)

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To: Roy F who wrote (4962)	1/26/2000 12:26:00 AM
From: DaYooper	Read Replies (3) of 5843

Wow, what a conference call! I've listened to the last four or five and I've never heard RG or Bialek as enthusiastic as today. Must listen if you haven't already: play.rbn.com Highlights: "I happened to be in London on Monday meeting with our friends at EMI literally at the moment they were announcing their collaboration with time warner" "the time warner/aol merger brings home the centralia of digital distribution of music" "these are both certainly a harbinger of things to happen eventually with video" "we're building the largest base of active users that are highly energized" "realjukebox is working even better than we had hoped" "the activity level of those 22 million users is also important" "we're not theological about codecs or digital rights managers, let's have realjukebox be the integration point for all the different formats" "need to build the absolute largest base or library of content, but it will take time" "we've established a strategic position that's very strong and very durable and very monetizable" "our partnership with Universal and our close collaboration with EMI, Warner, Bertlesman, Sony and the many independents is thriving and deeper than ever" "advertising revenue jumped more than 62 percent over the previous quarter" "the growth in the amount of content being delivered and the amount of traffic being driven by it is absolutely phenomenal" "the value of the RealPlayer and the commercialization of it is absolutely huge" "the advertising revenue is on it's march up to becoming a more significant part of our business" The analysts were hugely upbeat and excited, more than ever before. Get ready to hear them pound the table and/or upgrade. Imagine the future. Rory

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