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Technology Stocks : On2.com (ONT-AMEX)

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To: Philip S. LaMar Jr., J.D. who wrote (318)	2/10/2000 12:58:00 PM
From: AJ Berger	Read Replies (1) of 553

ONT does both CODEC and Content Distribution so they are just like Broadcast.com for the Broadband market. I would speculate that the only buyout contendor ONT should consider would be a huge Platform or Infrustructure company like MicroSoft or AOL/TWX. ONT does not just want to cashout, it wants to be the CODEC platform for the upcoming Broadband revolution which is coming a lot faster than most predict, since most of the predictors are too scared to admit this as they've sunk millions in modem based products that have not even see the light of day. For example I think that AOL-TV, their answer to MSFT's WEB-TV will be dead on arrival this summer when it comes out because it's a Modem based Box. We already know that TWX is using ONT for it's Cable Modem RoadRunner box, so maybe AOL will scrap AOL-TV or do a enhanced broadband version now that it's joined with TWX. I think AOL/TWX 20 million plus members all depending on ONTs CLEC would be nice for shareholders? With MSFT launching Win'2K only the day before ONT's launch, it seems pretty clear to me that MSFT will be getting much more chummy with ONT in the near future in it's bid to leverage Win'2K value and destroy RealNetworks much as it did NetScape. Truth be told, MSFT could destroy RealNetworks already with inhouse CODEC technology (see Boardwatch article in thread) but they worry they'll get the same ass whipping from the Feds that they got from NetScape, so they need an outsider like ONT to make them appear less as a monopolist. Considering Win'2K's 100 million potential registration fourced upgrade licenses about to be sold, I think ONT's shareholders would be happy if Win'2K worked a lot better online with our CODEC? So I think ONT will not really be bought out, rather it will be used as a pawn in the a much bigger game/battle being played out in the Online marketplace / Broadband Revolution; all with growing benefit to it's shareholders.

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