Jay,
We had a good week on the FA front and a bad week on the TA front.
Let's hope Napster attracts more attention to SNDK. Whether secure or unprotected, SanDisk has a solution for digital downloading of copyrighted material. Sooner or later Mr. Market will figure this out.
From the Wall Street Journal...
"It is possible to sketch what a successful digital-download service might look like. It would have cheap content from all the major record labels, and that content would include top singles, not just odds and ends. Ideally, it would already have a large user base, name recognition, and have proven it can handle heavy traffic.
If that isn't Napster, it sure sounds a lot like it. The recording industry, to its credit, has seen Napster's success not just as evidence that people steal but also as evidence that online music can be a huge business. But it's missing the crucial point that Napster also has the outlines of a great business plan for online music.
Napster has already figured out most of the recipe that the recording industry needs to brew up a Web success. The industry still has a chance to adopt that recipe for its own -- despite Napster's reprieve, it has the service on the ropes and is in an unmatched position to dictate the terms of a deal. But the industry may well not do that. Instead, it may try to finish the task of crippling Napster and then figure out whom it needs to sue next, while leaving it to the record labels to find recipes of their own. The labels will start with the right ingredients -- the Internet and music -- but they'll ignore the rest of the recipe. And because of that, the only thing they'll brew up is a mess."
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