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Technology Stocks : Music Download (AAPL, ROXI, RNWK, AOL, MSFT, AMZN)

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To: Mason Barge who started this subject9/9/2003 8:19:27 AM
From: Mason Barge   of 50
 
RealNetwork announced yesterday that its Rhapsody service has grown -- 16 million tracks streamed in August. The stock has responded some, but I think it has some upside in the next few days.

Roxio is still bouncing around. I bought back in yesterday in the 9.20-9.30 range and I think, short term, the very flawed but very enthusiastic recommendation from Piper Jaffrey is going to run it back up over 10 in the coming week.

I am having trouble coming to grips with what the Sony announcement means. Sony has an interest in Pressplay still, and a takeout of ROXI in the $11 range is a possibility, but competition from Sony would be a setback to them. At least Roxio is tied in for licensing Sony content for a while.
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