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Technology Stocks : Online Games - Prospects, Problems, and Payoff

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To: Andy Riedel who wrote (17)2/8/1998 5:22:00 PM
From: Terrapin  Read Replies (1) of 30
 
Andy,

Thanks for the quick response!

Sounds very interesting. I guess I didn't expect you to comment on any dealings with @HOME or RoadRunner unless they had already been announced. Too many employees have gotten in trouble for saying things they shouldn't on threads like these so I should be careful what I ask. But it is my feeling that your company would be able to gain dominance if it had access to customers that other services did not; or you offered games that other services did not. From this perspective I would wonder if your agreements with game makers could prevent them from offering their games through other services. Please correct me if I am missing something.

The basics sound very good considering the appetite for such a service. I had underestimated the advertising revenues but that's a pleasant surprise. The Mpath Foundation sounds interesting. What kind of R&D budget do you have and how much proprietary technology have you developed? Also, from an investor's point of view, is their a ballpark date set for IPO?

Thanks for your help,
John
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