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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: surpow who wrote (18057)	2/15/2000 10:54:00 PM
From: Apollo	Read Replies (1) of 54805

RealNetworks Nice job on RealNetworks Noah. Looks like a royalty game; software has low overhead, high margins and profits. But I've used Real Player, and it doesn't look to be that complicated to develop. Seems like RealNetwork's lead on MSFT in this segment is a lot less than what Netscape had over MSFT prior to Explorer getting into high gear; and Netscape's browser must have been more complex than Real Player is now (just my guess). Looks like low BTE, short future. Thanx for encapsulating this for me. Apollo

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