SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: surpow who wrote (18057)2/15/2000 9:27:00 PM
From: Uncle Frank  Read Replies (1) of 54805
 
Congratulations on a fine Project Hunt contribution, Noah. I thought I'd say that first, before I asked you any tough questions <gg>. I feel I understand rnwk much better after reading your report. We've discussed them on several occasions over the last year, but like you, were unable to find any protective barriers to entry or high switching costs. However, they have managed to make RealPlayer a defacto standard, and their biggest threat, msft, has failed to come up with a viable product.

That leads to my question. If memory serves, msft recently licensed RealPlayer for WebTV. Do you have any idea how long that particular contract will last? Seems to me Mr. Softee capitulated when they signed that agreement. What's your assessment?

uf
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext